Jon Greer

Advisers warned to prepare clients as new rules drag more families into IHT net

Claim numbers hit 12,767 in second quarter

Research proposes simpler alternatives

134% rise in year-long cases

PA talks to retirement experts about what 2025 has in store

‘Outdated’ PAYE system causing headaches for people accessing pots

About 30% of savers took regulated advice before accessing their pot

Triple lock sustainability remains a key issue for government

Savers reclaimed £57m from HMRC in April, May and June this year

'The targeted support proposal is particularly critical'