Deal first announced last September
Advisers delivering suitability reviews in ‘vast majority’ of cases
‘A significant shift’ but not unprecedented
CAF report highlights untapped philanthropic potential among high-net-worth clients
Likely due to lots of people triggering gains ahead of Autumn Budget
IHT receipts rise to £7bn for financial year so far
Following seven months where returns beat inflation
Provider ‘gaining traction’ on targeting the top 500 advice firms
‘We’re not deleting evidence or hiding information’