SIPP firms warned on Consumer Duty failings, asset protection gaps, and oversight

Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies

The news editor's Friday Night Takeaway from 1 November

'Removal of IHT exemption will result in a double tax hit for beneficiaries'

Impacting wealth transfer efficiency and legacy planning

'A trusted wealth and advice industry is vital in helping people feel empowered'

The FOS received 133,019 complaints between January 1 and June 30, 2024

Jessica Rooney joined Hoxton Wealth in 2020 as a financial adviser

Advisers and platform users are expected to benefit from improvements

Driven by continued net inflows and positive market performance