Tax & Technical
Tax & Regulation | 7 Feb 25
Non-dom regime: ‘no big change of direction’ on the horizon
It’s ‘disappointing that there’s no further clarity on additional relaxations’
Tax & Regulation | 6 Feb 25
Don’t miss the IHT ‘Taper Trap’ from the 2024 Budget
At the heart of this issue lies the Residence Nil Rate Band
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh
The lang cat adds tool for advisers to evidence platform switching
There’s a ‘dearth of support’ for advisers working in this environment