Mark Sanderson: Getting to the point of platforms

When technology becomes integral to our daily lives, it can be easy to lose sight of the original problem it was intended to solve. Recent pension tax changes have brought inheritance tax (IHT) planning sharply back into focus, especially for financial planners. In the midst of the Budget, tax planning for clients has never seemed more front-of-mind. It's made me think about why platforms were adopted so widely. One of the reasons was the ability to consolidate clients' investments in tax wrappers, all in one place. It made financial planning and reporting so much simpler, with advise...