Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
They have a reputation of being ‘complicated and difficult to set up’
Brits increasingly caught out when taking a DIY approach to accessing their pensions
Some are uncertain about tax penalties and what the limit is for gifts
Only 19% believe they will have a positive impact if introduced
Anything that represents risk and potential future liability will impact valuation and M&A deals
It could leave some struggling to afford to take the tax-free pension commencement lump sum
While onshore would be more attractive if the bonds were linked to a desired investment platform
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
Photos of the winners and gala dinner Click through the slides below to see who triumphed!
Attracting female clients is vital, as 27% of UK women have inadequate pension pots
Politically ‘it would certainly be seen as a positive step by the majority of people’
With a third of IFAs eyeing retirement rather than deal with rising industry risks