Chloe Gronow
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Households urged to ‘prepare, not panic’ as inheritance tax worries rise ahead of Autumn Budget
Jonathan Halberda, specialist financial adviser at Wesleyan Financial Services, warns that growing speculation over inheritance tax reforms is driving households to make…
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Surge in demand for estate planning advice as advisers prepare for IHT reforms
Financial advisers are bracing for a surge in demand for inheritance tax planning (IHT) as new rules take effect. Transact’s latest adviser…
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Government borrowing soars to highest levels since pandemic
Government borrowing in September rose to £20.2 billion – the second-highest for the month on record – as rising debt costs and…
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Inheritance Tax hits 6-month high and Capital Gains Tax rises as Budget looms
The latest HMRC update published this morning shows that the Chancellor collected £1,129 million in Capital Gains Tax (CGT) through the first…
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Fidelity’s Market Week: Jemma Slingo comments on what’s driving markets this week
After a shaky end to last week, markets are stabilising as attention turns to earnings season and inflation data on both sides…
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Pensioners account for nearly half of taxpayers hit by cash savings tax trap
Pensioners account for almost half (44%) of all taxpayers facing an HMRC bill for interest earned on their cash savings, new data…
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PIMCO Names Lotfi Karoui as Managing Director and Multi-Asset Credit Strategist
PIMCO, one of the world’s premier fixed income investment managers with deep expertise in public and private markets, announces that Lotfi Karoui…
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True Potential Investments Portfolios celebrate 10 years at the top
True Potential Investments is this month celebrating the 10-year anniversary of its Portfolios, which have consistently delivered top quartile returns to customers…
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New report finds LISA has generated £1 billion net return with Govt making £1.45 for every £1 spent
The Lifetime ISA (LISA) has delivered a £1bn net boost to the Treasury since 2021, according to new independent analysis by CBI…
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UK enters top ten global markets for financial inclusion, according to the Global Financial Inclusion Index
The United Kingdom is now the 10th most financially inclusive market out of 42 analyzed globally, according to the 2025 Global Financial Inclusion…
![[UNS] celebrate](https://ifamagazine.com/wp-content/uploads/2024/11/jason-leung-Xaanw0s0pMk-unsplash.webp)
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