Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
Financial Planning
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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Quilter Cheviot names new head of proposition
Formerly of HSBC Private Bank
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
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Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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Brooks Macdonald completes LIFT acquisition
Will add £1.6bn in assets under advice to Brooks Macdonald
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‘Damning’ report says HMRC has damaged trust in the tax system
HMRC’s customer services have ‘deteriorated even further’
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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CISI names new paraplanner group chair
He takes over from Dan Atkinson who steps down after five years