tax

Three months into the 2026/27 tax year, Daniela Sesztak, Investment Analyst at MICAP, part of Defaqto, reviews the latest trends in VCT fundraising and what they reveal so far. (Source: IFA Magazine)

Nick Jones explores the outlook for Business Relief and explains why advisers are taking a fresh look at AIM. (Source: Professional Adviser)

PwC forecasts that UK assets under management (AUM) will grow from £12 trillion in 2024 to £16 trillion by 2030. (Source Money Marketing)

Andy Burnham’s commitment to fiscal discipline and devolution has been welcomed, although analysts say significant challenges lie ahead. (Source: Investment Week)

Research from the Saltus Partnership Programme found that 25% of financial planning firms say clients are increasingly focused on reducing or managing capital gains tax (CGT). (Source: Professional Adviser)

Jenna Brown investigates whether advisers feel prepared for the introduction of IHT on unused pension funds. (Source: Professional Adviser)

Following cuts to VCT tax relief, managers are being advised to avoid increasing buyback discounts or raising dividend expectations to attract investors. (Source: Investment Week)

According to updated Retirement Living Standards from Pensions UK, just 9% of working-age people are currently on course for a comfortable retirement. (Source: FT Adviser)

Most advisers report that upcoming pension IHT changes are a key client concern, with many anticipating a greater focus on estate planning before the rules take effect in April 2027. (Source: Money Marketing)

On 11 May, HMRC published a technical note providing further detail on upcoming changes to the inheritance tax (IHT) treatment of discretionary pension death benefits. (Source: Money Marketing)