Tax planning

An opportunity to ‘prove the value of financial advice’

'Taxation raises revenue. It also changes behaviour, sometimes as intended, sometimes not'

'At some stage the new government could choose to pull a handful of tax levers'

Couples would also be able to pass on £1m tax free

Advisers urged to refine plans and not rush

Path Financial’s David Macdonald calls for tax system overhaul

AJ Bell has called on chancellor John Healey to commit to a pension tax lock

Could face questions from beneficiaries

AJ Bell's Rachel Vahey speaks at PA360 North

Tax and pension concerns ‘shaping’ how HNW individuals think about financial futures