New pensions taxation rules
In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view the full video
Other Insights
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
GIFT COVER SEPTEMBER 2025
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BUSINESS PROTECTION SEPTEMBER 2025
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