Tax changes cause increase in client worry

Research from adviser platform business Wealthtime has revealed that tax anxiety is rising among advised clients, driven by confusion over rules and allowances. The survey, conducted by Ad Lucem in January 2026 among 1,000 UK adults aged 35 and over with average investable assets of £350,000, found that more than half (53%) of those who have used financial advice in the last three years feel more worried about tax now than a year ago. Almost half (47%) reported that tax rules and allowances are a major source of uncertainty, while 30% admitted they are confused about pension rules. ...