VCTs

Equity funds experienced a ninth consecutive month of outflows in February, as investors withdrew £927m. (Source: Investment Week)

The draft Finance Bill 2025–26 sets out significant reforms to the inheritance tax (IHT) treatment of pensions. (Source: Money Marketing)

Foresight Group partner Hugi Clarke says Business Relief (BR) is becoming “too good to ignore” for mitigating clients’ IHT liabilities. (Source: Money Marketing)

Adam Brighouse highlights why owner-managers should start planning ahead for the April changes to BADR and CGT. (Source: Professional Adviser)

The government’s 2023 decision to extend the sunset clause for venture capital trusts (VCTs) to 2035 was welcomed by investors and financial planners. (Source: Money Marketing)

Schroders has agreed to be acquired by US asset manager Nuveen. (FT Adviser)

Schroders and Apollo have formed a strategic partnership to create investment solutions combining expertise across public and private markets. (Source Investment Week)

The sale of Evelyn Partners to NatWest is expected to trigger further large deals in the sector, as more banks seek to expand their financial advice services. (Source: Professional Adviser)

Investors have committed £310m to venture capital trust (VCT) subscriptions since the Budget, spurred by the prospect of upcoming reductions in tax relief, according to Wealth Club data. (Source: Investment Week)