Tax & Technical
Inheritance tax will impact ‘around 33% more families’ in 2022
Advice group explains how it will affect UK expats
US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
Can rising inflation lead to a resurgence in annuities?
Index-linked products ‘could prove to be a particularly popular recommendation’
Momentum Pensions loses appeals against clients in Malta
It claims this will have ‘potential wider repercussions’ for the industry
Pension freedoms ‘a failure’ without guidance and advice
Savers deemed retirement system a ‘minefield’ as they struggle to understand how it works