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Changes to BADR in Budget could leave advice firm sellers £30k worse off


By Jack Gray

Reducing the lifetime limit on Business Asset Disposal Relief (BADR) could leave advisers up to £30,000 worse off when they sell their advice business, according to Clifton Wealth Partnership


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Sarasin Asset Management launches US client MPS for UK advisers

Sarasin Asset Management (SAM) has launched the Sarasin US Client Model Portfolio Service (MPS) for UK advisers serving US-connected clients living outside the United States

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Confidence in personal finances falls following Budget

People’s confidence in their personal finances was more likely to have fallen than increased following the Autumn Budget, a study from Rathbones has shown

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Nearly one in five unmarried Brits consider marriage to cut IHT

Almost one in five unmarried Brits are considering getting married to reduce their inheritance tax (IHT) liability, according to research by MoneySuperMarket

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FCA urges firms to challenge their approach to ‘fair value’

The Financial Conduct Authority (FCA) has called on firms to challenge their approach to assessing and monitoring ‘fair value’, three years on from the introduction of Consumer Duty

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One in five less confident in financial plans post-Budget

Almost a fifth of people feel less confident about their financial plans following the Autumn Budget, with around one in six reviewing or planning to review their plans in the next three months, a study from RBC Brewin Dolphin has shown

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Under-45s more likely to turn to AI than advisers on financial decisions

Adults aged under 45 in the UK are more likely to initially turn to artificial intelligence (AI) than a financial adviser when making financial decisions, according to Attest

Financial advisers encouraged to invest in cybersecurity training

Financial advisers need to invest in cybersecurity training amid widespread increases in cyberattacks this year, according to Redmill Advance

Govt announces two technical amendments to IHT/pensions legislation

The government has announced two technical amendments to legislation bringing unused pensions into the scope of inheritance tax (IHT) from April 2027
Inheritors face ‘confidence gap’ in Great Wealth Transfer

Inheritors face a confidence gap in the Great Wealth Transfer, with many making major financial decisions before they feel ready, according to a study from Capital Group

Defaqto launches rating system for newer funds and portfolios

Defaqto has launched a new rating system designed to help advisers assess funds and portfolios that are yet to build up an established track record

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