News & insights

How advisers can defuse the pension IHT timebomb
How advisers can defuse the pension IHT timebomb
As 6 April 2027 draws near, thousands of pension pots will be brought into scope for inheritance tax.
Company spotlight – Modo Energy
Company spotlight – Modo Energy
Modo Energy is a SaaS platform powering smarter decisions for renewable energy & battery storage assets. It gives operators, investors and utilities a unified view of performance, benchmarking, forecasting, and market analytics — helping them assess and unlock value in energy storage and grid flexibility.
What do changes to IHT mean for your clients?
What do changes to IHT mean for your clients?
The rules around inheritance tax have not stood still. Explore the latest changes and the planning opportunities they could create.
Early-stage investing explained
Early-stage investing explained
Early-stage investing means backing innovative companies at the start of their journey—supporting growth, fuelling the economy, and offering investors the potential for higher returns.
Explaining the pros and cons of gifting to clients
Explaining the pros and cons of gifting to clients
Each tax year, everyone has a £3,000 annual gifting allowance, known as the ‘annual exemption’. This means gifts up to that amount can be passed on to one person or split between several people.
Why now is the crucial time for client conversations on IHT
Why now is the crucial time for client conversations on IHT
Rachel Reeves’ Autumn Budget 2024 may well prove the most transformative shift in inheritance tax (IHT) policy in a generation, causing thousands more estates to unwittingly leave behind an IHT bill.
Q&A with Seb Wallace, Triple Point Head of Ventures
Q&A with Seb Wallace, Triple Point Head of Ventures
We asked Seb Wallace, head of Triple Point Ventures, to share his thoughts on venture capital investing and current trends.

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