A growing number of clients could be caught by IHT as property values continue to grow, writes Justin Blower. Here he explains what advisers need to be aware of and how platforms can help
More and more people face being hit by an unexpected 40% inheritance tax (IHT) bill as many of us risk being pushed over the liability threshold for the first time due to property price rises.The average...
Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...
Steps already taken
Increasingly diverse sector
First of planned acquisitions
Feedback from first year