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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 10 Mar 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Tax Planning

IHT rules remain unclear to consumers, research finds
  • Tax Planning
IHT rules remain unclear to consumers, research finds

Zurich research reveals confusion

  • 11 September 2019
Christina Stone: IHT planning and intergenerational wealth transfers
  • Tax Planning
Christina Stone: IHT planning and intergenerational wealth transfers

‘Inheritance economy’

  • 08 August 2019
Neil MacGillivray: Simplifying IHT (Part 1) - The winners and losers
  • Tax planning
Neil MacGillivray: Simplifying IHT (Part 1) - The winners and losers

OTS’s second report

  • 07 August 2019
John Humphreys: Planning for IHT changes - great or small
  • Tax planning
John Humphreys: Planning for IHT changes - great or small

Post-OTS recommendations

  • 29 July 2019
Jasper Smith: Is now a good time to invest in growing companies?
  • Tax Planning
Jasper Smith: Is now a good time to invest in growing companies?

Or to invest in a nuclear bunker?

  • 23 July 2019
Tom Hopkins: Maintaining patience on capital
  • Tax Planning
Tom Hopkins: Maintaining patience on capital

A question of structure

  • 16 July 2019
Laura Suter: The taxing task of IHT simplification
  • Tax planning
Laura Suter: The taxing task of IHT simplification

Two big unknowns

  • 11 July 2019
Andrew Aldridge: Energising IHT mitigation with renewables
  • Tax-efficient Investing
Andrew Aldridge: Energising IHT mitigation with renewables

Business relief

  • 09 July 2019
Jack Rose: Get back to what you know
  • Tax Planning
Jack Rose: Get back to what you know

Encouraging entrepreneurialism

  • 02 July 2019
John Humphreys: Placing trust in trustees
  • Tax planning
John Humphreys: Placing trust in trustees

Consider continuity

  • 10 June 2019
Neil MacGillivray: Shifting through the gears of gifting
  • Tax planning
Neil MacGillivray: Shifting through the gears of gifting

Few ‘gifters’ motivated by IHT

  • 03 June 2019
Jack Rose: Banging the drum for tax-efficiency
  • Tax Planning
Jack Rose: Banging the drum for tax-efficiency

Revisit sector structure

  • 21 May 2019
Setting a benchmark for inheritance tax portfolios
  • Tax Planning
Setting a benchmark for inheritance tax portfolios

Tracking real performance

  • 20 May 2019
More families will be caught in IHT net as receipts increase - Time
  • Tax Planning
More families will be caught in IHT net as receipts increase - Time

£1.5bn increase over five years

  • 10 May 2019
John Humphreys: At times of uncertainty, go back to basics
  • Tax Planning
John Humphreys: At times of uncertainty, go back to basics

Tax-planning principles

  • 09 April 2019
Steven Cameron: Four personal finance changes taking effect tomorrow
  • Tax planning
Steven Cameron: Four personal finance changes taking effect tomorrow

AE, LTA and more

  • 05 April 2019
UK's wealthiest paying half IHT rate of smaller estates - Canada Life
  • Tax planning
UK's wealthiest paying half IHT rate of smaller estates - Canada Life

'Deep inconsistencies'

  • 03 April 2019
John Davies: Key themes affecting the VCT sector
  • Tax Planning
John Davies: Key themes affecting the VCT sector

Mitigating risks

  • 28 March 2019
Quickfire Q&A with Deepbridge Capital's Ian Warwick
  • Tax planning
Quickfire Q&A with Deepbridge Capital's Ian Warwick

EIS and Seed EIS sectors

  • 26 March 2019
Neil MacGillivray: Is government winning the tax avoidance battle?
  • Tax planning
Neil MacGillivray: Is government winning the tax avoidance battle?

Avoidance, evasion and non-compliance

  • 26 March 2019
Andrew Aldridge: A helping hand for UK plc
  • Tax Planning
Andrew Aldridge: A helping hand for UK plc

Active involvement

  • 18 March 2019
Sam McArthur: Eight reasons EIS investing is less alternative than you think
  • Tax Planning
Sam McArthur: Eight reasons EIS investing is less alternative than you think

Supporting smaller UK businesses

  • 15 March 2019
Libby Holding: LPAs are not just a later life concern
  • Your profession
Libby Holding: LPAs are not just a later life concern

Lasting powers of attorney

  • 11 March 2019
Stellar launches 'all-inclusive' tax planning tool
  • Tax planning
Stellar launches 'all-inclusive' tax planning tool

'First of its kind'

  • 07 March 2019
123

Most read

Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
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