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Financial Advice
What will the estate planning landscape look like beyond 2027?
“Tax treatment is subject to change.” Over the next few years, that disclaimer is going to be doing a lot of heavy lifting.
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Financial Advice
How advisers can defuse the pension IHT timebomb
Since the Autumn 2024 Budget introduced proposals to bring unspent pensions into scope for inheritance tax from April 2027, advisers have been thinking about how retirement and estate planning conversations...
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Financial Advice
Why trust planning matters more than ever
Quilter’s Rachael Griffin reflects on a decade of the Lifestyle Trust and highlights the crucial role of trust planning in today’s shifting financial landscape.
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