Advisers need to be more collaborative to give clients better outcomes, according to Evelyn Partners managing director Ann-Marie Atkins.
Speaking to Professional Adviser, Atkins explained that "smaller clients want more of advisers' time" whilst bigger clients (£3m+) want more collaboration in the industry. She mentioned that with the pensions in inheritance tax (IHT) change that chancellor Rachel Reeves announced in the Autumn Budget, advisers need to be more vigilant of the changes. The changes meant that pensions passed on will be subject to IHT from 2027. Pensions are currently exempt from IHT and not classed as part of an estate when someone passes away. "Advisers in that space need to step up by being more col...
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