Growth Investor Awards 2025 Finalists
We are delighted to announce we are finalists in the Best Investment Platform category at this year’s Growth Investor Awards 2025
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EIS
How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration
Clients need their professional advisers to work collaboratively more than ever before, writes Andrew Aldridge. Here he explains why EIS is a ‘natural bridge’ between the professions (Source: Professional Adviser)
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Four things we might see from the Pensions Commission review
The inadequacy of defined contribution savings and the gender pensions gap are just some of the long known issues facing current and future retirees. (Source FT Adviser)
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‘Cautious but growing optimism’ towards Ltafs
More than half of investors said they would consider a long term asset fund, as the government announced their inclusion in Stocks and Shares Isas. (Source FT Adviser)
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Professional Adviser Women in Finance Awards 2025
We are delighted to announce we have been shortlisted for three categories at this year’s Women in Finance Awards taking place on Wednesday 12th November 2025.
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Women still less likely to receive advice than men: Report
Women are still less likely to receive financial advice than men, new research by Unbiased has revealed. (Source: Money Marketing)
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Govt moves forward with IHT/pension plans from April 2027
The government is pushing ahead with plans to include pensions within inheritance tax (IHT) from April 2027 but has made some adjustments to its implementations plans. (Source Professional Adviser)
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IHT receipts hit £2.2bn in three months
HM Revenue and Customs (HMRC) collected £2.2bn in inheritance tax (IHT) in the first three months of the current tax year, which is £100m more than the same period last year. (Source: Professional Adviser)
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Stocks & Shares ISAs receive more love when investors are exposed to balanced risk warnings
Individuals are more likely to invest into a Stocks & Shares ISA (S&S ISA) when presented with more balanced risk warnings, according to exclusive research. (Source: Investment Week)
Rachel Reeves reveals ‘most wide-ranging reforms’ in Mansion House speech
Rachel Reeves has laid out the “most wide-ranging package of reforms to financial services” in over a decade in her second Mansion House speech on Tuesday (15 July) since becoming chancellor a year ago. (Source: Professional Adviser)
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