BRIEFING NOTES
Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.
Autumn Budget 2025 – Briefing
You could be forgiven for thinking that the run up to Rachel Reeves’ second Budget got underway in early summer. It was in June that the government climbed down on the winter fuel payment, while [...]
VCTs versus company share funds: Where should you venture your capital?
For many years, Venture Capital Trusts (“VCTs”) have been an attractive option for high net-worth investors who are comfortable with taking risk on their investments, due to the beneficial tax treatment. But do they truly [...]
PENSIONS NOTE
This note summarises the main pension rules in terms of the contribution and benefit limits, the treatment during the accumulation phase and the exit options (including death benefits), matters which should be considered for any [...]
AUTUMN BUDGET 2024 – BRIEFING
The first Budget from a Labour government since March 2010, and the first ever from a female Chancellor, proved to be the defining event that had been widely anticipated. From the moment in late [...]