Some 39% of advice firms cite tax planning as a priority
Advisers’ biggest concern is not understanding the pension IHT rules
To take place on 18-19 November at NEC Birmingham
John Willis, Myles Tunstall and David Morrell join
For UK advisers with clients in Europe
Advisers not aware of digital tools that can help
Daniel Thomas advised 53 clients, including four British Steel scheme members
Firms face practical challenges in Consumer Duty board reporting
Joins as an appointed representative