Tax & Technical
Financial planning | 21 Nov 24
Industry reacts as IHT raises £5bn in seven months
This consistent upward trend underscores the government’s rationale for freezing the IHT threshold until 2030
Investment | 21 Nov 24
Digital asset demand to change the face of private client industry
There are 560 million crypto accounts worldwide
Retirement | 20 Nov 24
Advisers should do more to encourage clients to talk about ‘retirement dreams’
Emotional and practical intelligence skills are needed
Retirement | 18 Nov 24
Six ways people will change how they live and use assets in retirement to mitigate IHT
Under current rules, the pension IHT change could mean that some pots are ‘double-taxed’
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year