Quilter
UK taxman refunded over £32m to pensioners in Q4 2019
After they were hit with emergency tax despite doing nothing wrong
UK parliamentary group proposes ‘complete overhaul’ of IHT
It has the ‘magical ingredient’ of simplicity and could mean less avoidance
US private equity firm reportedly eyeing Quilter bid
More than three years after it first made overtures to the wealth management firm
Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
Quilter to help advisers tackle annual allowance issues
As Royal London FOI finds over 1,000 people failed to report pension tax charges