We found resources matching your search…

Sort by
Professional Investors
Burnham is Prime Minister, Healey Chancellor. What does this mean for investors?
What does a Burnham government with Healey as Chancellor mean for investors?
Rathbones looks at what the two new most powerful men in Britain might do for the economy and public...
Visit arrow right black
Professional Investors
The tax and spending choices facing Andy Burnham
IFS: Burnham's tax options are running out
The new prime minister's fiscal choices will shape client conversations for months to come
Visit arrow right black
Professional Investors
Will Andy Burnham scrap stamp duty?
Will Andy Burnham scrap stamp duty?
The frontrunner to succeed Keir Starmer has previously called it “a tax on the aspirations of young people"....
Visit arrow right black
Professional Investors
UK savers feel the strain of economic uncertainty
UK savers feel the strain of economic uncertainty
Inflation remains the biggest financial concern for UK retirement savers, with 42% saying they are very...
Visit arrow right black
Professional Investors
Pensions and inheritance tax: Why the new rules could create more than a tax bill
Why pension inheritance tax changes are about more than just the tax bill for clients
Evelyn Partners' Louise Brooks and Joseph Wicks argue the bigger issue for many clients will be administrative...
Visit arrow right black
Professional Investors
Five client-led shifts reshaping European wealth management
The vital shifts reshaping European wealth management
Changing consumer preferences are disrupting and transforming the industry in Europe, highlighting the...
Visit arrow right black
Professional Investors
When peak wealth meets cognitive decline
When peak wealth meets cognitive decline
Clients often face their most complex financial decisions just as cognitive capacity begins to change....
Visit arrow right black
Professional Investors
Business Relief has changed: What advisers need to know
Business Relief has changed: What advisers need to know
Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what...
Visit arrow right black
Professional Investors
Schroders 2026 UK Financial Adviser Pulse Survey
Schroders 2026 UK Financial Adviser Pulse Survey
The Schroders Adviser Pulse Survey provides a valuable snapshot of priorities across the adviser landscape....
Download arrow right black
Professional Investors
What will the estate planning landscape look like beyond 2027?
What will the estate planning landscape look like beyond 2027?
“Tax treatment is subject to change.” Over the next few years, that disclaimer is going to be doing a...
Visit arrow right black
Professional Investors
How advisers can defuse the pension IHT timebomb
How advisers can defuse the pension IHT timebomb
Since the Autumn 2024 Budget introduced proposals to bring unspent pensions into scope for inheritance...
Visit arrow right black
Professional Investors
Pension death benefits and IHT: How prepared are you for the 2027 changes?
Pension death benefits and IHT: How prepared are you for the 2027 changes?
A structural rewrite of inheritance tax rules will treat unused pensions funds and death benefits as...
Visit arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo