Doors open to private markets
However, the higher fees, reduced liquidity, and increasing retail focus of ETFs mean financial advisers should approach with caution. (Source: Investment News)
Doors open to private markets Read More »
IHT
How tariffs and a global recession could impact EIS and VCT investments
Amid growing global economic uncertainty, financial advisers are more frequently being asked: “How will this impact investments in EIS and VCT schemes?” (IFA Magazine)
How tariffs and a global recession could impact EIS and VCT investments Read More »
A decade of pension freedoms – has flexibility gone far enough?
The introduction of pension freedoms in April 2015 marked a significant turning point in retirement policy. (Source: FT Adviser)
A decade of pension freedoms – has flexibility gone far enough? Read More »
FCA proposes streamlined rules for alternative asset managers
The Financial Conduct Authority (FCA) has put forward proposed reforms to its framework for alternative asset managers, with the goal of simplifying market entry and supporting firms in scaling, competing, and driving innovation in the UK. (Source Money Marketing)
FCA proposes streamlined rules for alternative asset managers Read More »
VCTs: The accessible growth vehicle for the new fiscal year
Investors have an opportunity to boost the UK economy through VCTs (Source Professional Adviser)
VCTs: The accessible growth vehicle for the new fiscal year Read More »
How public and private markets can support UK businesses and drive growth
A new UK Finance report outlines how public and private markets can work together to support business growth (Source UK Finance)
How public and private markets can support UK businesses and drive growth Read More »
Wall Street giants hike recession risk expectations amid impending Trump tariffs
Some of the world’s leading investment banks and a major credit ratings agency have raised their recession forecasts for the US and global economies, as concerns over an escalating trade war intensify. (Source Investment Week)
Wall Street giants hike recession risk expectations amid impending Trump tariffs Read More »
What advisers need to know about the Spring Statement
Chancellor Rachel Reeves’ first Spring Statement last Wednesday (March 26) was just shy of a mini fiscal event. (Source FT Adviser)
What advisers need to know about the Spring Statement Read More »
Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE
With the April 5 tax year-end fast approaching this weekend, the window to maximize tax benefits is closing. Lubbock Fine Wealth Management offers last-minute tips to help clients enhance their tax efficiency before the deadline. (Source IFA Magazine)
Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE Read More »
Advisers see surge in IHT advice demand, Downing finds
Advisers have reported a surge in demand for inheritance tax (IHT) planning advice, with new clients accounting for most of the enquiries, research by Downing has found. (Source Money Age)
Advisers see surge in IHT advice demand, Downing finds Read More »
