The tax-efficient savings revolution, including changes to ISA inheritance rules, has given advisers the chance to provide family office services and help clients manage wealth through the generations, writes Martin Wigginton
Tax-efficient saving is going from strength to strength. The government has introduced more flexibility for defined contribution pensions, including the ability to pass on pension assets on death, free...
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record