Triplepoint chief commercial officer of retail distribution Diana French and head of sales Jack Rose join PA’s Isabel Baxter and Sahar Nazir in the studio to talk about how advisers are responding to continued tax landscape uncertainty.
French and Rose discuss solutions advisers may look to following further clarity on big Budget inheritance tax (IHT) changes, including pensions being brought into IHT scope from April 2027. They also discuss how advisers are looking to VCTs for tax-efficient income sources and why there's no "one-size-fits-all" solution.
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes