IHT treatment, death benefits, and ‘tax on tax’
'Professional financial advice will be central'
AIM shares, gifting and the upcoming Autumn Budget
Ahead of inheritance tax changes
Calls for major changes
Comes as 12-week consultation launches
In response to MP’s ‘devastating consequences’ warning
'Clients are increasingly expecting holistic advice'
'The protection industry cannot afford to rely on legacy systems and manual processes'
75% of advisers expect to adjust IHT strategies for nearly a third of their clients