Happy last day of the tax year! Our most popular story this short post-Easter week is unsurprisingly about…rule changes for 2024/25.
A survey from The Royal Mint revealed less than a third of UK investors were unaware of the capital gains tax changes coming in from tomorrow. On the back of this however, 53% said the changes will prompt them to create a wealth plan. Anyone looking for new clients? Elsewhere, a software firm executive has suggested smaller advice firms build a network with other advisers who want to invest in technology and experiment with resources. Speaking on an episode of The NextGen Planners Podcast, Derek Gardiner said this would allow advisers to generate tech ideas that were more specifically su...
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