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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: 24 Feb 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
      • ONLINE, ONLINE
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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
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Tax planning

Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • Retirement
Neil MacGillivray: Annual allowance and 'scheme pays' explained

Scheme pays or not scheme pays?

  • 13 January 2021
Ray Tubman: Using enhanced tech to keep CGT under control
  • Tax planning
Ray Tubman: Using enhanced tech to keep CGT under control

Platform tools fall short

  • 06 January 2021
Libby Holding: 'Tis the season for estate planning
  • Tax planning
Libby Holding: 'Tis the season for estate planning

IHT planning

  • 15 December 2020
Neil MacGillivray: Business owners beware of potential CGT changes
  • Tax planning
Neil MacGillivray: Business owners beware of potential CGT changes

OTS report

  • 10 December 2020
Covid wealth tax proposals 'unlikely' to progress under Tory government
  • Tax Planning
Covid wealth tax proposals 'unlikely' to progress under Tory government

Report outlined one-off 5% tax on wealth above £500k

  • 09 December 2020
Three things your client may call you about this week ...
  • Investment
Three things your client may call you about this week ...

£500m gifted to young people

  • 07 December 2020
Chloe Faulkner: Can anyone afford to not have an LPA?
  • Tax planning
Chloe Faulkner: Can anyone afford to not have an LPA?

The importance of Lasting Power of Attorney

  • 02 December 2020
How are advisers helping clients with redundancy during the pandemic?
  • Your profession
How are advisers helping clients with redundancy during the pandemic?

Redundancies up more than 50% in Q3

  • 26 November 2020
Anna Murdock: How school fees could pay for themselves
  • Estate planning
Anna Murdock: How school fees could pay for themselves

The gift of education

  • 19 November 2020
Advisers to hit the drawing board if govt overhauls CGT
  • Tax planning
Advisers to hit the drawing board if govt overhauls CGT

Proposals to bring CGT in line with income tax

  • 13 November 2020
CGT 'tax raid on horizon' as Chancellor fights escalating deficit
  • Tax planning
CGT 'tax raid on horizon' as Chancellor fights escalating deficit

OTS package of reforms published

  • 12 November 2020
Neil MacGillivray: Weathering a defined contribution pensions storm
  • Tax planning
Neil MacGillivray: Weathering a defined contribution pensions storm

Treasury call for evidence

  • 11 November 2020
John Davies: Will Covid-19 create a dividend dilemma for VCTs?
  • Tax Planning
John Davies: Will Covid-19 create a dividend dilemma for VCTs?

No part of the economy has been left untouched by the coronavirus pandemic and VCT dividend payments are not immune, writes John Davies. However, he believes tax-advantaged capital has a role to play in the economic bounceback

  • 27 October 2020
Regional inheritance expectations revealed
  • Tax planning
Regional inheritance expectations revealed

‘Careful balancing act’

  • 15 October 2020
Claire Trott: Start your tax year-end planning now
  • Tax Planning
Claire Trott: Start your tax year-end planning now

Time is of the essence

  • 09 October 2020
IHT investigations yield £274m to reach four-year high
  • Tax planning
IHT investigations yield £274m to reach four-year high

Targeting HNW estates

  • 24 September 2020
Neil MacGillivray: Common sense (finally) prevails on IHT
  • Tax Planning
Neil MacGillivray: Common sense (finally) prevails on IHT

Supreme Court ruling

  • 22 September 2020
Clare Moffat: What advisers need to know about the Staveley case
  • Tax Planning
Clare Moffat: What advisers need to know about the Staveley case

Supreme Court ruling in August

  • 01 September 2020
Neil MacGillivray: CGT hike worries could be wide of the mark
  • Tax planning
Neil MacGillivray: CGT hike worries could be wide of the mark

OTS reports

  • 24 August 2020
Laura Suter: Child Trust Funds come of age
  • Tax planning
Laura Suter: Child Trust Funds come of age

Bumper birthday present

  • 20 August 2020
Claire Trott: Which pension tax relief option is best for clients?
  • Tax Planning
Claire Trott: Which pension tax relief option is best for clients?

Call for evidence will highlight problems

  • 11 August 2020
HMRC investigations into footballers jump dramatically in 2019/20
  • Tax planning
HMRC investigations into footballers jump dramatically in 2019/20

Issues surrounding image rights

  • 10 August 2020
IHT receipts fall for first time in 10 years
  • Tax planning
IHT receipts fall for first time in 10 years

Residence Nil Rate Band

  • 30 July 2020
Libby Holding: New rules on making wills using video-conferencing
  • Tax planning
Libby Holding: New rules on making wills using video-conferencing

Also applies retrospectively to 31 Jan

  • 29 July 2020
123

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Treasury Taskforce to address FSCS levy concerns and work with FCA
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