Exclusives
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Simon Martin from Aviva provides a practical guide to making the most of pension contributions and tax relief before 5 April
As we move towards the end of the tax year, clients’ minds are often focused on ensuring tax allowances and exemptions are…
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How tax-efficient investing is being reshaped for 2026 and beyond
As tax-efficient investing moves into a new phase, advisers are being asked to navigate a far more complex mix of policy change,…
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VCTs in a higher-tax, lower-growth world
For decades, the financial adviser’s toolkit for high-net-worth clients relied on a familiar tripod: pensions for the long term, ISAs for flexibility,…
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Big cheers to the Baroness says IFGL’s Berridge | HoL backs amendment of Salary sacrifice cap increase to £5,000
Amid market turmoil and concerns about oil and gas prices, a small but welcome victory for pension savers has quietly passed under…
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Beat the clock: the two VCTs to buy before the tax relief axe
Investors wishing to invest in venture capital trusts (VCTs) before the end of the tax year may need to act swiftly. Several…
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Don’t leave it late: Smart ways to prepare for tax year end
As we approach tax year end, advisers will no doubt be working hard to make sure their clients have made the most…
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Onshore Bonds: a growing opportunity amid tax reform
When Chancellor Rachel Reeves concluded her Autumn 2024 Budget speech, having announced changes to Capital Gains Tax (CGT) and plans to bring…
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Making protection part of everyday discussions
Discussing income protection can be uncomfortable, both for clients and advisers. Alan Waddington, Distribution Director at Cirencester Friendly, explores why the protection…
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How open data can help close the advice gap | Insight from Moneyhub’s Dan Scholey
Closing the UK’s advice gap remains one of the industry’s biggest challenges, with millions still unable to access affordable financial guidance. In…
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ISA season: six considerations for you and your clients
Every adviser knows ISA season. You don’t need reminding about allowances, deadlines or tax wrappers. That’s well-trodden ground. What’s arguably becoming more…
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