IFAs see surge in client enquiries as Autumn Budget looms

The findings from an independent study of 100 peer-group IFAs, commissioned by Rathbones, revealed that 91% of advisers have experienced an increase in client queries. These concerns are primarily focused on the potential reversal of the pension lifetime allowance abolition, possible changes to the pension tax-free lump sum, and inheritance tax. Among IFAs reporting an uptick in client queries ahead of the Budget, nearly a third (31%) have seen a spike of 26–50%, while two-thirds (66%) report an increase of 11–25%. The most common topics raised as areas of concern by clients includ...