Tax & Technical
Investment | 20 Jan 25
Oxford Risk launches retirement income suitability tool
Advisers are ‘struggling with evidencing retirement income suitability’
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’