Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
Industry
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PEOPLE MOVES: Abrdn, Mirabaud AM, Polen Capital, Goshawk AM
Steve Logan rejoins the company
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Autumn Budget 2024: Ten key takeaways
Autumn Budget brings changes to capital gains tax, employer’s National Insurance and debt policy restructure
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Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
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Autumn Budget 2024: AIM company fears ‘overblown’ as 20% inheritance tax applied to junior market
London’s alternative investment market now only sees a 50% relief from IHT applied to its constituents
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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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Autumn Budget 2024: Capital gains tax hiked to 24%
Higher rate of CGT has increased to 24%, while lower rate has risen to 18%
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Hargreaves Lansdown sees 125% increase in net new clients ahead of next year’s acquisition
CEO Dan Olley said the business remains ‘as committed as ever’ to supporting clients
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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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Alliance Witan makes manager change as portfolio transition completes
Alliance Witan investment manager removes Black Creek Investment Management from portfolio