24th July 2025
Charles Stanley AIM Inheritance Tax Service Q2 2025 Update
The months following the budget have been a particularly difficult period for AIM shares; however, over the past few weeks we have seen a revival for many of our stocks.
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Pensions and IHT - the final (ish) chapter
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
Trusts School – Remaining Sessions
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Trusts School – Session 3 reminder
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
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