Quilter

Third successive quarter of net inflows in excess of £2bn

Latest firms to join since April

Aimed at younger investors

Catch up on PA's webinar on pensions being brought into IHT's scope

Through wealth manager’s ‘Early Careers’ programme

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

A significant gap for competitors to close to the leaders, Defaqto finds

For the period ended 30 June 2025

Unused pension funds will fall under IHT scope from April 2027

‘They’ve smashed complex pensions and complex IHT together’