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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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AIM stocks to help make inheritance tax savings
Douglas Lawson, Director at Amati Global Investors, looks at the current prospects for AIM stocks Inheritance tax (IHT) planning is all…
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Beyond IHT – the wider benefits of business relief
Low yields and uncertainty around Brexit means interest in business relief is increasing, says Jack Rose, Head of Tax Products at…
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Time to celebrate: AIM has come of age
The Alternative Investment Market has turned 21 and Richard Power, Head of Smaller Companies at Octopus Investments, looks at what makes…
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AIM: a stockpicker’s market for IHT planning
Love it or loathe it, the AIM market cannot be ignored, according to Chris Hutchinson, Director of Unicorn Asset Management. The…
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How to find the newest EIS opportunities
With record numbers of companies being formed, finding the next big thing can be difficult for advisers, but founder of Intelligent…
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What does 2017 hold for Tax Advantaged Products?
Jack Rose (above), Head of Tax Products, LGBR Capital takes a look into his crystal ball to find out what 2017…
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VCTs: backing British businesses and boosting the economy
Annabel Brodie-Smith, Communications Director at the Association of Investment Companies, explains how VCTs are feeding the fledging economy. Looking back over…
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Risk equals reward: understanding tax-efficient investments
EIS can bring rewards for clients but advisers must be clear about the risks associated with alternative investments, says Ian Warwick,…
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What the EIS market needs now: more research
Advisers need to ensure their research into EIS is robust but are being held back by a lack of information, says…
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The creation of an EIS investment
Peter Schwabach, Managing Partner at Cyrus Investment Management investigates how companies are picked for investment and how fund managers work with…