Two thirds of platforms lacking CGT support for advisers
Failing to offer advisers ‘holistic CGT planning support’
CGT
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
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Funds suffer third-worst month on record amid Budget fears
Investors withdrew £5.9bn from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
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Capitalising on UK growth: The enduring appeal of VCTs for investors
Triple Point’s Diana French argues the case for holding VCTs as part of a well diversified portfolio
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Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
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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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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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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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Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
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Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
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How will the MPS market look in five years?
Sparrow Capital’s Mark Northway scrutinises the direction of travel for the MPS market