1 Tax Politics Tax Inheritance tax receipts continue ‘strong upward trajectory’ to hit £6.3bnBy Lois Vallely Inheritance tax (IHT) receipts for April to December 2024 are £6.3bn, which…
Advisers Advisers Retirement Tax Reaction as IHT receipts rise by £500mBy Dan Cooper The Treasury collected a total of £5bn in inheritance tax (IHT) receipts…
4 Quilter Advisers Advisers Pensions Politics Tax Budget represents ‘the biggest shake-up to financial planning’, says QuilterBy Tom Browne Chancellor Rachel Reeves’ Budget last month represents “the biggest shake-up to financial…
4 Advisers Advisers Business Investments Politics Tax IFAs believe clients will hold investments longer to defer paying higher CGTBy Darius McQuaid Over two thirds (69%) of UK independent financial advisers believe clients will…
Autumn Budget 2024 Advisers Pensions Politics Tax Royal London: ‘Real test’ of Budget will be months and years aheadBy Lois Vallely The “real test” of the Budget will not come today or tomorrow,…
2 Pensions Advisers Pensions Tax Changes to IHT and pensions risks becoming ‘a bureaucratic nightmare’By Tom Browne The Budget decision to include pensions and pension death benefits within estates…
Autumn Budget 2024 Politics Tax Rachel Reeves announces 40% relief on business ratesBy Tom Browne Chancellor Rachel Reeves has announced a 40% relief on business rates for…
1 Autumn Budget 2024 Economy Politics Tax Reeves opts against further freeze on income tax and NI thresholdsBy Lois Vallely Labour chancellor Rachel Reeves has said she will not extend the freeze…
Autumn Budget 2024 Politics Tax Rate of employer National Insurance contributions raised to 15%By Lois Vallely Chancellor Rachel Reeves has announced she will increase the rate of National…
Advisers Advisers Investments Politics Tax Advisers warned they must be ‘really on it’ on Budget dayBy Lois Vallely Advisers need to be “really on it” with their clients on Budget…
Advisers Advisers Politics Tax Inheritance tax receipts rise steeply ahead of Budget: reactionBy Tom Browne Inheritance tax (IHT) receipts for April to September 2024 were £4.3bn, up…
Politics Advisers Business Politics Tax CGT rise top of mind for advisers as Labour’s first Budget loomsBy Lois Vallely An increase in capital gains tax (CGT) is top of mind for…
Tax Politics Tax HMRC’s mid-year tax regime changes will impact all of usBy Michael Edwards Life is getting tougher for tax payers trading assets and, in the…
2 Pensions Advisers Pensions Tax Andrew Tully: The government needs to look at alternatives to IHT on pensionsBy Andrew Tully HMRC’s consultation around the inclusion of pensions within the scope of Inheritance…
Autumn Budget 2024 Politics Tax Majid Hussain: A balanced perspective on Rachel Reeves and the economyBy Majid Hussain Chancellor Rachel Reeves is facing mounting scrutiny over the UK’s economic difficulties.…
Fidelity International Bonds of Contention: Unravelling the volatility in UK GiltsBy Caitlin Jordan Gilts have been in the spotlight as part of the recent global…
Fidelity International Short dated credit continues to offer valueBy Caitlin Jordan Fidelity Short Dated Corporate Bond portfolio managers Kris Atkinson and Shamil Gohil…
Fidelity International All-in yields remain attractive in sterling corporate bond marketsBy Caitlin Jordan Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share…
Fidelity International Gilt selloff: Return of Truss 2.0?By Caitlin Jordan The ongoing global government bond selloff has pushed 30-year gilt yields to…
Fidelity International Fidelity’s Mike Riddell: Mixed picture facing global fixed income investorsBy Caitlin Jordan Authors: Mike Riddell and Tim Foster, portfolio managers, Fidelity Strategic Bond Fund…
Fidelity International Navigating bond markets in a volatile post-election marketBy Caitlin Jordan Kris Atkinson, portfolio manager, Fidelity Short Dated Corporate Bond Fund It might…