Tax planning

Practical planning steps for advisers

Is this new regime actually simpler for clients?

'What is particularly galling is that there were viable alternatives'

'Advisers should take a broader view of the family balance sheet'

'The need for advice is clear'

'This is the moment to challenge platform partners'

'Many recognise that existing planning frameworks are no longer sufficient'

'These changes may mark something of an inflection point'

Fears HMRC delays could lead to months-long waits

Advisers and clients having to digest changes under Labour