Tax planning

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

Pensioners over-taxed by £1.3bn since 2015

Ideas put forward by industry experts in post-Budget technical consultation

Budget tax changes and rising take highlight advice value, experts say

In the light of the government’s latest Budget

Government will publish a technical consultation in early 2025

Government took steps to reset the purpose of a pension

New regulations create a more nuanced environment

The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.

As Budget changes impacting pension savers and farmers to take effect