HeyJaredAndrew Aldridge
- Indexed articles, last 90 days
- 4
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Why now is perhaps the time for advisers to revisit EIS (opens the original)
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For many financial advisers, the Enterprise Investment Scheme (EIS) remains something of a specialist recommendation. Often viewed as a niche planning tool suitable only for a small subset of clients, EIS can be overlooked in favour of more familiar tax-efficient solutions. Yet when viewed against today's economic, fiscal, political and investment backdrop, there is a compelling argument that now may be exactly the time for advisers to revisit EIS. Whilst it might be common for us to focus on wh
Predictions and the value of financial advice (opens the original)
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I have a friend who is convinced he can predict the future, and I am sure we all do. Not in a crystal-ball, lottery-numbers sort of way. He's not standing on a soap box wearing a purple cloak. He simply believes that if he reads enough newspapers, watches enough news programmes and spends sufficient time scrolling through the internet, he can work out what's going to happen next. Every year he's absolutely certain about something. It could be inflation, interest rates, house prices, the stock ma
CGT: A stealth tax representing advice opportunity (opens the original)
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For years, capital gains tax has potentially sat behind income tax and inheritance tax in the hierarchy of client concern. Whereas income tax is immediate, visible and unavoidable, IHT is the long-term anxiety point, particularly for older clients focused on intergenerational planning. However, CGT, by contrast, has often been treated as occasional and only relevant when a client sells a business, realises gains in a portfolio or disposes of an investment property, it has rarely been the startin
Andrew Aldridge: Happy Christmas. Too early? (opens the original)
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It may feel premature to mention Christmas while the summer is still in full swing. Yet each year, the signs seem to arrive earlier, whether that be supermarket shelves beginning to fill with festive treats, radio stations quietly reintroducing seasonal classics (The Pogues anyone?), and households starting to receiving those familiar school reminders about nativity costumes. While most people quite rightly resist the urge to think about December just yet, there is one seasonal ‘tradition' that
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