investments

Savers put more than £5bn into their Isas ahead of the chancellor’s 2025 autumn Budget. (FT Adviser)

Analysis by Bowmore Financial Planning, using data from the Financial Conduct Authority, found that 54,387 self-invested personal pension plans currently hold commercial property. Bowmore said these hard-to-sell assets could become a “serious issue” for families once inheritance tax is applied to pensions from April 2027. It warned that beneficiaries may find it difficult to dispose

With the 31 January deadline for submitting tax returns for the 2024-25 tax year approaching fast, BDO is urging taxpayers to act quickly to avoid late filing penalties. (Source: IFA Magazine)

The nil-rate band (NRB) determines the level at which inheritance tax (IHT) starts to apply. (Source: Money Marketing)

Over 57% of UK pension savers are growing their retirement funds beyond their pension. (Source: Money Age)

Chancellor Rachel Reeves is reconsidering an overhaul of Cash Isas ahead of the Budget, according to media reports this morning (15 October). (Source Money Marketing)

Wealth managers’ investments in private markets will likely stall unless high fees and transparency issues are resolved, the Thinking Ahead Institute warned. (Investment Week)