Funds suffer third-worst month on record amid Budget fears
Investors withdrew £5.9b from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
Tax
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Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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Rachel Reeves: ‘We’re not coming back with more tax increases or borrowing’
The Autumn Budget was a ‘once in a Parliament reset’ to get public finances in order
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Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
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Autumn Budget 2024: Domicile status to be removed from tax system in 2025
Chancellor Rachel Reeves labelled non-dom status as an ‘outdated concept’
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Autumn Budget 2024: National Insurance for employers increased to 15%
Reeves lowered the earnings threshold to £5,000, giving the government an extra £25bn in tax revenue
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Autumn Budget 2024: Income tax threshold freeze to end in 2028
Rachel Reeves had been expected to extend the freeze on income tax thresholds
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Autumn Budget: What do investors want to see? And what would they rather avoid…
Changes to capital gains tax, tax-free caps on pensions, and inheritance tax could be ‘incredibly disruptive’
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Wealth manager Q&A with Nji Lorimer: The human touch
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
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Wealth manager Q&A with Alice Shaw: Making a connection
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
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Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
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Interactive Investor: Fixed income investments triple in two years
Allocations to UK gilts soared 2,019% thanks to tax benefits