Advisers need to be aware of the potential inheritance tax liability their clients may incur if they have built up a large portfolio of tax free savings such as PEPs and ISAs, according to Aegon Scottish Equitable.
The company explained that many individuals may have invested in these tax-free savings products for years thinking their money was in a safe, tax-free environment. Although they are free of income tax...
Went into administration April 2018
Threat of legal action looms over Woodford IM
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Retirement Planner Forum 2019