With London-based law firm Lawrence Stephens

Hailed as ‘strategically important’ mandate

Uses an attitudinal-based assessment

The editor's Friday Night Takeaway from 29 May

Advisers warned against banking on U-turn

Grows headcount by around a third

One of highest response rates to a select committee on record

Advisers gear up for pensions addition from April 2027

The go-live date for inheritance tax (IHT) on unused pension funds is edging closer, and this week saw HMRC bring some clarity on what to expect.

Will continue as consultant adviser