Tax planning

‘CGT is no longer a peripheral issue for advisers or their clients’

'Someone is sitting in the shade today because someone planted a tree a long time ago'

‘For advisers, this reinforces the value of integrated advice’

Behavioural responses to the measures ‘particularly uncertain’

To take place on 3 March

Resurgence in interest over the past few months

Experts note ‘fairly modest’ growth

'It's essential for clients to remain patient, empathetic, and understanding'

Planning considerations for new trusts

'Innovation, as ever in financial services, starts by looking in the rear-view mirror'