Sue Whitbread
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Reasons why cautious Reeves will likely show restraint: PGIM Fixed Income
By Katharine Neiss, chief European economist at PGIM Fixed Income We expect Chancellor Rachel Reeves to unveil a cautious Budget tomorrow, which will…
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Evidencing compliance with FCA good practice for retirement advice | EV’s Andrew Storey offers practical tips for IFAs
In the following analysis, Andrew Storey, Group Innovation Director, EV, looks at the main areas of concern and suggests how IFA firms…
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Pension lump sum and CGT changes in budget would cause most disruption to clients, warn advice professionals via abrdn survey
Changes to pension lump sums and CGT are the Budget measures that would cause the biggest disruption to existing client plans, according…
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Expected budget hike to employer’s national insurance will cripple small businesses says HW Fisher’s Simon Michaels
The expected hike to employer’s national insurance which many expect will be announced in tomorrow’s budget will cripple small businesses. That’s the…
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Aegon’s Steven Cameron responds to FCA’s post-Consumer Duty rulebook review
Responding to the FCA’s Call for Input around changes to the rulebook post-Consumer Duty (which closes on Thursday 31st), Aegon has outlined…
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Three good reasons why Rachel Reeves is unlikely to cut inheritance tax relief on AIM shares | AJ Bell’s Khalaf explains
According to Laith Khalaf, head of investment analysis at AJ Bell, abolishing the IHT relief on AIM shares in next week’s budget…
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What do accountants want to see from next week’s budget in terms of tax policy?
With one week to go until Chancellor Rachel Reeves delivers her Autumn Budget, the team at HW Fisher, a top 30 audit…
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Budget prediction | Chancellor must drive savings and investment to fuel her growth agenda, not look to tax hikes says Raymond James’ Butcher
The Chancellor must drive savings and investment to fuel her growth agenda, not look to the likes of increases in CGT, IHT…
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Square Mile: Advisers split between income and capital accumulation strategies
Square Mile’s quarterly Market Intelligence Report published today registered a marked resurgence in adviser interest in funds with the potential for capital…
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Could your client be entitled to an NHS Continuing Health Care package? Thought provoking analysis on CHC from Legal expert, Lisa Morgan
Lisa Morgan heads up the nursing care fee recovery team at Hugh James law firm. In the following analysis, Lisa explains what…

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