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Advisers with defined client segmentation strategies more likely to assess and switch investment providers

HMRC collects £100m more than last year in first quarter of tax year

Move expected to raise £1.5bn annually

More than 70% advisers say clients now require income from investments

'We need to distinguish the good from the bad'

DWP said the incomes of retirees is ‘set to fall’ if nothing changes

Chancellor expected to dismiss calls for 2% levy on assets over £10m

Pertains to ongoing service charges and asset allocation failure

Prestigious awards celebrate financial services journalism excellence

Wholesale exemption would ‘adversely affect the Duty’s objectives’