Concerns over rumoured £10k cash ISA cap and potential UK equity mandate
Pledges 90% cost to serve reduction
Part of plan to target the wealthy
HMRC slammed for having ‘no level of urgency’
Third successive quarter of net inflows in excess of £2bn
‘Progress in delivering better service and the previously announced repricing’
Technology, markets and regulation remain ‘weaker spots’
Reports had suggested government was mulling IHT relief tweaks
Is ‘Financial Independence, Retire Early' the key to winning younger clients?
Survey finds investors value emotional reassurance and family engagement