nucleus

Tax policy changes likely in first Labour budget

Despite all the noise around pensions, engagement is still deafeningly silent

First revealed in February this year as the platform looks to build scale

A platform offers the opportunity to invest in multiple tax wrappers

Discretionary wealth firm Mountstone Partners has joined the platform

Important differences from previous regime

PA talks to industry experts on the future of adviser-owned platforms

The value of SSASs after general levy consultation outcome

The adviser platform expects clients to save £5m with this move in 2024

Platform wants independent long-term savings commission