AIM Portfolios and the New GBP 1m IHT Cap: What UK Wealth Advisers Need to Know in 2026/27
From 6 April 2026, AIM shares qualifying for BPR drop to 50 percent relief and a GBP 1m IHT cap applies. What UK wealth advisers need to know in 2026/27.
Articles by Jonny Rowse
FCA SDR and Investment Labels: What UK Wealth Advisers Need to Know
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Adviser Succession Planning: FCA Expectations and Practical Steps for UK Wealth Advisers
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Direct Holdings vs Pooled Funds in MPS: The Transparency Question for Advisers
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DFM Charges Explained: A Guide for UK Wealth Advisers
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Fund Due Diligence for Wealth Advisers: A Practical Framework
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Discretionary vs Advisory Management: What UK Advisers Need to Know
Discretionary vs advisory management explained: how each model works, what it costs, and which suits HNW clients under Consumer Duty.