Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
tax
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
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Fears over IHT and pensions prompt advice demand
Flagstone’s latest poll of UK financial advisers shows an increase in demand for advice from both existing and new clients
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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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’