Threshold lowered to £5,000
Impacting wealth transfer efficiency and legacy planning
Reeves will also bring inherited pensions into the IHT scope from 2027
Autumn Budget could 'affect nearly everyone’
It can be ‘hard’ for firms to convince customers they are being scammed
PSG SIPP administered schemes transferred or to be acquired
80Twenty brings in more than half a billion of funds under management
Deadline for post-Consumer Duty rule change feedback is 31 October
CEO says firm is ‘particularly mindful’ of upcoming Budget
CEO argues advisers often ‘feel overlooked and treated as a number’ in other networks