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.
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FCA SDR and Investment Labels: What UK Wealth Advisers Need to Know
FCA SDR for wealth advisers explained: anti-greenwashing rule, the four investment labels, naming and marketing limits, and what HNW practices must do now.
Adviser Succession Planning: FCA Expectations and Practical Steps for UK Wealth Advisers
How UK wealth advisers should approach succession under FCA expectations: SYSC, Consumer Duty, SMCR, and the practical handover steps the regulator looks for.
Tax Implications of DFM Portfolios: What UK Advisers Should Tell HNW Clients
How DFM portfolios are taxed in the UK: CGT on rebalancing, income character, wrappers, VAT on fees, and the 2026/27 figures advisers should know.
Building a Centralised Investment Proposition: A Framework for UK Advice Firms
A practical framework for designing a Centralised Investment Proposition for Consumer Duty. Segmentation, delivery, governance and documentation.
Direct Holdings vs Pooled Funds in MPS: The Transparency Question for Advisers
Direct holdings vs pooled funds in MPS: how transparency, cost, and CGT efficiency differ, and when each structure suits UK wealth advisers and clients.
DFM Charges Explained: A Guide for UK Wealth Advisers
A clear breakdown of DFM charges for UK wealth advisers: management fees, OCFs, platform costs, and what to demand from providers under Consumer Duty.
Fund Due Diligence for Wealth Advisers: A Practical Framework
A practical framework for fund due diligence that meets Consumer Duty standards. What to assess, how to document it, and which red flags disqualify a fund.
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.