WIFA 2025 awards were presented at a gala dinner on 12 November
Harnessing AI and digital tools to boost efficiency
Comments follow speculation on ISA changes
Both managed within Sarasin & Partners’ MPS
Aviva, Aberdeen, and Nucleus part of backing
Concerns raised about meeting the six-month deadline
Will provide three-stage estimation of a client’s potential IHT liability
Rethink does not guarantee that financial redress will be awarded