Claire Trott

SJP’s Real Life Advice Report 2025

Discretionary trusts, bypass trusts and more

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

Advisers urge clients to maximise their tax breaks

Conjecture driving savers to withdraw ‘excessive funds’

Chancellor felt ‘forced’ to act as number of people caught increased

Chancellor’s pension tax allowance budget push widely trailed

'No real downside to salary sacrifice if done correctly'

Advisers agree yesterday reinforces the importance of having a plan

Liz Truss backs commitment to state pension triple lock at PMQs