Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
tax
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Quilter hires tax and trust specialist to work with advisers
Joins the firm from M&G Wealth
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
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Analysis: Gloomy OBR forecasts expected to dampen chancellor’s Spring Statement
Economists believe key economic variables will continue to work against Rachel Reeves’ fiscal rules well into the Autumn
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AJ Bell: Key events for advisers watch out for this month
The investment platform picked out three dates
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Guinness VCT partners up with HL in accessibility drive
The vehicle is now available on Hargreaves Lansdown’s VCT investment service
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‘Damning’ report says HMRC has damaged trust in the tax system
HMRC’s customer services have ‘deteriorated even further’
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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Gresham House launches £50m Baronsmead VCTs fundraise
Seeking further liquidity to take advantage of new investment opportunities