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

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’

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

After PensionBee calls for a legally enforceable transfer guarantee

Revenues climb 44% to £77.4m as group continues expansion drive

Trust Financial Planning ceased all regulated activities on 19 March

Driven by higher adviser client retention and expanding direct wealth channel

Led by former CMS Wealth CEO David Carter with first deal sealed