As part of its wealth planning arm
‘It’ll all be ok in the end’
Tax allowance, pensions, ISAs, investment bonds
Reminded firms that, in practical terms, no cancellation rights exist on PCLS
'Government is stubbornly plodding on with including pensions in IHT'
Whoever said platform selection was easy?
But government likely to ‘stubbornly stick’ with proposals, expert says
Provisions in the Finance Bill 2025/26 explained
Essential we get cross-party support to any changes, rather than get involved in any political ping-pong'
‘Advisers are becoming, in many cases, financial paramedics'