Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
Author: Alex Sebastian
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Autumn Budget 2024: Pension tax-free lump sums come through Budget unscathed
Fears the the tax-free rate would be slashed did not materialise
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Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016
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Three quarters of advisers say client requests driving investment decisions
Just over half (52%) said they switch investments because of performance
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PEOPLE MOVES: LGT, Jupiter, MSCI, ARC, Lombard Odier
Phoebe Stone becomes chief sustainability officer
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British Smaller Companies VCTs launch £75m fundraise
Managed by YFM Equity Partners
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Three quarters of advisers want CGT support from platforms as Budget looms
91% of advisers said that CGT is now of greater concern
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Aegon calls on chancellor to scrap ‘damaging pension cash grab’
The company has published some recommended ‘pension tax principles’
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Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
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AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
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Pensions minister says MoneyHelper dashboard to be available before commercial options
Pension schemes must connect to the dashboard ecosystem by October 2026
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Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’