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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Why a higher CGT rate may not mean most business owners pay it

Tax planning

Why a higher CGT rate may not mean most business owners pay it

While it is entirely possible that CGT rates could rise sharply in the Budget, Chris XX remains sceptical that the majority of genuine business owners will ultimately pay tax at the full headline rate...

clock 14 October 2026 • 4 min read
Autumn Budget 2026: Half of population struggles to keep up with Budget changes

UK

Autumn Budget 2026: Half of population struggles to keep up with Budget changes

Keeping you updated in the run up to 28 October

clock 13 October 2026 • 1 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Emerging Future: Rethinking the World's Growth Engine

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Emerging Future: Rethinking the World's Growth Engine

Catch up on the discussion

clock 13 October 2026 • 1 min read
People Moves: Marlborough adds trio to expand bespoke portfolio management service

People

People Moves: Marlborough adds trio to expand bespoke portfolio management service

Experienced investment managers join from Rathbones

clock 13 October 2026 • 1 min read
The Conservative IHT family home pledge and the behaviour it may reward

Tax planning

The Conservative IHT family home pledge and the behaviour it may reward

'Taxation raises revenue. It also changes behaviour, sometimes as intended, sometimes not'

clock 12 October 2026 • 5 min read
The estate planning conversation too many families never have

Estate planning

The estate planning conversation too many families never have

The Terminally Ill Adults (End of Life) Bill ended in defeat

clock 12 October 2026 • 4 min read
Fifty years after 'Bogle's Folly', what comes next for financial advice?

Investment

Fifty years after 'Bogle's Folly', what comes next for financial advice?

'Indexing will continue to grow, but the wrapper through which investors access it will change'

clock 12 October 2026 • 4 min read
Retirement tax planning and the issue of underspending

Retirement

Retirement tax planning and the issue of underspending

Retirement planning Q&A

clock 12 October 2026 • 6 min read
The tax levers advisers should watch – whatever the Budget brings

Tax planning

The tax levers advisers should watch – whatever the Budget brings

Rather than any single flagship measure, several tax ideas keep resurfacing in the Budget debate, from property reform and a possible return of CGT indexation relief to taxing middle earners more. Michael Edwards sets out the levers advisers should have...

clock 09 October 2026 • 3 min read
The new VCT landscape: What advisers and clients need to know

VCTs / EIS

The new VCT landscape: What advisers and clients need to know

Combination of upfront income tax relief, tax-free dividends and tax-free growth potential

clock 09 October 2026 • 4 min read
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