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Professional Investors
Autumn Budget 2026: Could Inheritance Tax Be Scrapped?
Could the Chancellor scrap inheritance tax?
With the Autumn Budget approaching, Morningstar explores what could happen to inheritance tax.
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Professional Investors
Why advisers are taking a fresh look at International Bonds
Why does transparency matter for international bonds?
LCA examines how greater transparency around charges can help advisers build confidence with clients....
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Professional Investors
International Bonds: Why Renewed Interest in Offshore Planning Could Signal a Shift in Adviser Conversations
Why are offshore bonds back on the adviser agenda?
LCA explores the renewed appeal of international bonds as advisers navigate a more complex planning landscape....
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Professional Investors
The quiet erosion of wealth
The quiet erosion of wealth
More estates are being drawn into Inheritance Tax as thresholds remain frozen and care costs rise.
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Professional Investors
Why the opportunity in AIM is being misread
Could today's AIM valuations create an IHT planning opportunity?
AIM companies are stronger than they were a decade ago, but sentiment has pushed valuations down. Downing...
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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...
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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
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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"....
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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...
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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...
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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...
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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....
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