CAF report highlights untapped philanthropic potential among high-net-worth clients
Likely due to lots of people triggering gains ahead of Autumn Budget
IHT receipts rise to £7bn for financial year so far
Following seven months where returns beat inflation
Provider ‘gaining traction’ on targeting the top 500 advice firms
‘We’re not deleting evidence or hiding information’
Industry leaders express frustration as Treasury officials reject proposals
Advice firm entered liquidation in 2023
Highest figure since March 2024