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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
      • ONLINE, ONLINE
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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

Andrew Aldridge: Why EIS is so vital to the health of the NHS
  • Tax Planning
Andrew Aldridge: Why EIS is so vital to the health of the NHS

Driving advances in research and care

  • 07 February 2019
Neil MacGillivray: Reanimate the ISA additional permitted subscription
  • Tax Planning
Neil MacGillivray: Reanimate the ISA additional permitted subscription

Astonishingly low take-up

  • 29 January 2019
Tom Hopkins: Is venture capital about to enter the mainstream?
  • Tax Planning
Tom Hopkins: Is venture capital about to enter the mainstream?

A changing landscape

  • 29 January 2019
Charles Owen: Why advisers would consider social investment tax relief
  • Tax Planning
Charles Owen: Why advisers would consider social investment tax relief

For clients and social change

  • 22 January 2019
Jack Rose: Five considerations when investing in AIM for IHT
  • Tax Planning
Jack Rose: Five considerations when investing in AIM for IHT

Don’t overlook dealing charge

  • 18 January 2019
Andrew Aldridge: 2019 sees the stars aligning for EIS
  • Tax Planning
Andrew Aldridge: 2019 sees the stars aligning for EIS

Business environment and tax advantages

  • 14 January 2019
Charles Owen: IHT and BPR - hidden gems for the end-investor
  • Tax Planning
Charles Owen: IHT and BPR - hidden gems for the end-investor

Business property relief

  • 11 January 2019
Unicorn to launch £15m AIM VCT top-up
  • Tax planning
Unicorn to launch £15m AIM VCT top-up

While Ingenious launches Vision VCT

  • 10 January 2019
Tom Hopkins: Deal or no deal, should EIS investors fret about Brexit?
  • Tax Planning
Tom Hopkins: Deal or no deal, should EIS investors fret about Brexit?

Science and innovation

  • 09 January 2019
AIM-listed company insolvencies on the up in 2018
  • Tax planning
AIM-listed company insolvencies on the up in 2018

16 cases in 2018

  • 02 January 2019
Majority of grieving savers could be needlessly paying IHT
  • Tax Planning
Majority of grieving savers could be needlessly paying IHT

'Additional permitted subscription'

  • 02 January 2019
Andrew Wolfson: VCT cash should be deployed quickly and efficiently
  • Tax Planning
Andrew Wolfson: VCT cash should be deployed quickly and efficiently

Build value for investors

  • 29 November 2018
Office of Tax Simplification urges creation of digitised IHT system
  • Tax Planning
Office of Tax Simplification urges creation of digitised IHT system

Unadvised can spend 50 hours on IHT admin

  • 23 November 2018
Neil Jones: Three reasons to choose a UK investment bond
  • Tax planning
Neil Jones: Three reasons to choose a UK investment bond

Credit for tax-free dividend income

  • 23 November 2018
Calculus launches £10m 'zero initial fee' VCT offer
  • Tax Planning
Calculus launches £10m 'zero initial fee' VCT offer

Offer stands until 31 December

  • 21 November 2018
PA360 North revisited: Tax-efficient rules - OK?
  • Tax Planning
PA360 North revisited: Tax-efficient rules - OK?

LightTower Partners, Seneca Partners and Unicorn AM

  • 16 November 2018
Inheritance planning 'elephant in the room' - Cicero
  • Tax Planning
Inheritance planning 'elephant in the room' - Cicero

Missed opportunity for advisers

  • 07 November 2018
Tax-efficient firms EIP and Kin Capital to merge
  • Tax planning
Tax-efficient firms EIP and Kin Capital to merge

'Fit together perfectly'

  • 05 November 2018
Budget 2018: Hammond extends stamp duty relief for first-time buyers
  • Tax Planning
Budget 2018: Hammond extends stamp duty relief for first-time buyers

Shared ownership properties up to £500,000

  • 29 October 2018
Martin Sherwood: Investing in SEIS? Some do's and don'ts
  • Tax Planning
Martin Sherwood: Investing in SEIS? Some do's and don'ts

Seed Enterprise Investment Scheme pitfalls

  • 26 October 2018
Andrew Aldridge: The sense of an ending
  • Tax planning
Andrew Aldridge: The sense of an ending

EIS exit strategies

  • 25 October 2018
Kim Jarvis: Building a great IHT strategy with a gift and loan trust
  • Tax Planning
Kim Jarvis: Building a great IHT strategy with a gift and loan trust

Plus worked example

  • 19 October 2018
PA360 North: 'Meet VCT managers and look into their eyes'
  • Tax Planning
PA360 North: 'Meet VCT managers and look into their eyes'

'VCTs and EIS compared' panel

  • 17 October 2018
Countdown to PA360 North: Tax-efficient rules - OK?
  • Tax Planning
Countdown to PA360 North: Tax-efficient rules - OK?

Six days to go ...

  • 11 October 2018
234

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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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