HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
Author: Fiona Nicolson
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Are IFAs too fixated on clients in retirement rather than next gen?
It is ‘natural’ for advisers to focus on older customers
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UK regulator places restrictions on wealth manager
As the FCA says the firm is ‘putting consumers at risk’
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Just 44% of Brits understand inflation impact on savings
As only 37% understand compound interest
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Institute for Fiscal Studies to carry out review of UK pension system
Future looks ‘risky at best’ for many working Brits hoping for a comfortable retirement
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PE firm buys stake in global independent asset manager
Acquired firm has operations in Switzerland, South Africa and the UAE
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Will the Consumer Duty spark a rise in outsourcing?
FCA expected to enforce the rules ‘aggressively’
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HMRC wins case against IHT avoidance scheme
Advisers should take specialist tax advice, warns trust and estate planning expert
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Pension tax changes bump up client enquiries
Many Brits have been ‘scrambling for clarity’ since Budget
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2023 set to be ‘a bumper year’ for M&A activity in advice sector
Buy and build strategies of many acquirers are ‘reaching a level of maturity’
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HMRC U-turns on pension death payments revamp
UK taxman has returned to its previous approach following industry concerns
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High net worth Brits cut back on pension savings
Wealth manager says this is due to short-term mortgage pressure