Tax & Technical
Best Practice | 9 Jun 25
How to future-proof generational wealth with a Family Pension Trust
James Floyd of Alltrust consider tax and other challenges to using pensions when managing wealth across generations.
Financial planning | 28 May 25
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
Middle East | 28 Mar 25
Registration now open for II IA Middle East Forum
Attendance is strictly limited to allow a highly effective platform for industry networking
Retirement | 24 Mar 25
Lack of pensions technology risks ‘stifling’ engagement
75% of members don’t have access to retirement income estimators, savings calculators, and goal trackers
Pitfalls amid tax year end rush to secure non-UK residency status
In some cases, individuals are leaving without necessarily having a finalised plan