Estate planning

Broader client conversations on estate planning encouraged

Affluent individuals change behaviour

‘Any change drives advice’, head of advice says

‘A more collaborative approach would be welcomed but remains unlikely’

Strengthening onshore and offshore bond offering

Families could face £12.3bn in ‘preventable' IHT

Advisers warned against banking on U-turn

Grows headcount by around a third

IHT on pensions comes into effect in April 2027

Advisers gear up for pensions addition from April 2027