Advisers warned to prepare clients as new rules drag more families into IHT net
Part of provider’s plan to simplify business
Three-year programme for aspiring planners
Inclusion of unused pensions in IHT will come into effect 6 April 2027
‘Young people have a misunderstanding of opportunities a career in advice can hold’
‘We can help advisers start up a business depending on how they’re joining us’
30-Year gilt yields rose to highs last seen in 1998 on Monday
Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards
Network must compensate £2,678 interest