WBR Group

Speaking on a PA360 IHT-focused panel session

Part of long-term growth strategy

The problem, the solution, lessons learned

A DB SSAS operates using the regulatory framework as traditional DB pension arrangements

'Robust governance and informed decision-making are critical'

'People feel that they can trust what they see on social media'

‘A terrifying outcome for women in retirement’

‘It doesn't take much of an error in those figures to have no benefit whatsoever’

'I would suggest that it’s time to review the use of the term SIPP,'

Will provide three-stage estimation of a client’s potential IHT liability