Financial planner Depledge partners with law firm for IHT on pensions prep

cAs unspent pension pots come into scope in eight months, Ansons Law, headquartered in Cannock, Staffordshire, with offices across the Midlands, is working with Manchester-based financial planning firm Depledge to help their respective clients put the right legal and financial plans in place. Both organisations have said that they have seen a marked increase in estate and succession planning enquiries so far this year. About £100bn has until now passed between generations in the UK each year via property, savings and investments, according to HMRC data cited in a 2023 report by think ...