Tax & Technical
Regulation | 20 Jan 25
IHT tax on pensions must ‘loosen’ where lump sums are not for estate management
Broadstone consultancy agrees pensions should be used for income rather than wealth transfer
Puma Alpha VCT launches £15m fundraise
As well as the addition of Aveni, Puma Alpha VCT has also made follow-on investments into Bikmo and Thingtrax
FinCalc adds ‘single click’ client record button to Plannr
The new enhancement gives ‘game-changing depth of connectivity’
Investment | 13 Jan 25
Has the Lifetime ISA run its course?
The debate over the Lifetime ISA is ‘unlikely to end anytime soon’
Retirement | 9 Jan 25
Utmost Life and Pensions enters bulk purchase annuity market
The next phase of Utmost Life and Pensions’ strategy is being led by chief executive officer, Andrew Stoker