Ideas put forward by industry experts in post-Budget technical consultation
December receipts totalled £620m up 13%
134% rise in year-long cases
PA talks to retirement experts about what 2025 has in store
Budget tax changes and rising take highlight advice value, experts say
'Opportunity for advisers to focus on a new approach to later life financial and tax planning'
In the light of the government’s latest Budget
New regulations create a more nuanced environment
The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.