inheritance tax

Could face questions from beneficiaries

AJ Bell's Rachel Vahey speaks at PA360 North

Pension accumulation can no longer be considered separately from protection and estate planning

What the papers are saying about the Budget

To help advisers prepare for ‘significant changes’ in April 2027

HMRC data for the period from April to August this year

KPMG outlook

'Coordinated advice is often required to ensure that family objectives can be met'

The average retiree spends £27,159 a year, £5,000 more than last year

'The most valuable Budget planning is rarely about trying to second-guess the chancellor's speech'