FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Tax codes must be checked - Steve Webb
Labelled a ‘stealth tax’
Effective estate planning
From scrapping PTRAS to Triple lock protector tax
Instant exemption from IHT
To monitor and manage client liabilities
Like a new tax
Subject to IHT earlier
NIC regime is dated, complex and unfair
Allowance initially £100,000