Shifts ranged from altering investment portfolios and savings habits to adjusting pensions or gifting money.
Shifts ranged from altering investment portfolios and savings habits to adjusting pensions or gifting money.
Advisers expect two thirds (66%) of their clients to be affected and will require IHT advice.
OPDA says the review gives brokers a "unique opportunity to deliver transformational change".
The changes will disproportionately impact those being paid less than £50,270.
Advisers say Budget 'not as bad as feared’ - but frustration over endless tinkering dominates.
Trudy Woolf, director of lender services at e.surv, says housing delivery, infrastructure, employment policy and taxation are not separate policy strands, but interlocking parts of a...
Building societies have warned that a reduced cash ISA allowance would limit their ability to fund mortgages.
The proposals introduce a levy on properties worth at least £2 million.
Under the current rules, employees can put up to £60,000 a year into their pension through salary sacrifice.
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