Exclusives
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Gas, guns, and gold – and volatility
Conflict in the Middle East has once again unsettled global markets. Renewed hostilities have rippled through UK and international stocks, while commodity…
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VCT tax relief to reduce to 20% from next tax year: should investors double down now?
Alex Davies, founder and CEO of Wealth Club, examines the implications of the Budget’s surprise cut to VCT tax relief and asks…
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What advisers should focus on: Pensions and Inheritance Tax (IHT) from April 2027
Despite the Government making concessions on a whole host of policies, it is now becoming increasingly clear that IHT on pension funds…
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Guiding first-time buyers through leasehold reform risks
The most significant overhaul of leasehold property law in a generation has arrived – in part. For IFAs and mortgage advisers working…
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(S)EIS and VCTs: What investors and advisers should consider ahead of Tax Year End, according to the experts
With significant tax changes on the horizon, advisers and investors are reassessing the role of tax-efficient investments in portfolio and estate planning. …
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The FCA’s Consolidation Review: What have we learnt?
The Financial Conduct Authority’s Consolidation Review has sparked significant debate across the advice sector. But beyond the headlines, what practical lessons can…
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How to rebuild faith in an unpredictable pensions system | Insight from Nucleus’ Andrew Tully
By Andrew Tully, Technical Services Director, Nucleus Confidence is the cornerstone of long-term retirement planning, yet for many UK savers, that confidence…
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A growing opportunity: Assessing adviser sentiment on tax-efficient investments
Tax-Efficient Investment (TEI) Magazine’s recent reader survey[i], in conjunction with the Tax-Efficient Investment Insights report, reveals plenty of room for optimism when…
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How advice firms can use AI safely in research, reporting & client communications
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI)…
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Financing and families: Legal Principles and Lessons from the Barclay Case | Charles Russell Speechlys
Tamasin Perkins, Partner at Charles Russell Speechlys, explores the legal and practical lessons arising from the Barclay family dispute, highlighting the risks…
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