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Complexity holds back advice on hybrid decumulation products

Nearly three quarters of financial advisers believe more product innovation is needed in decumulation, according to an exclusive survey by Bankhall with Money Marketing, but complexity continues to be a barrier to advice on hybrid products. In the survey of 252 IFAs for Money Marketing, Bankhall asked advisers what the main barrier to recommending more […]

business property relief

Tony Wickenden: Do clients’ IHT set-ups pass new HMRC test?

Those that do not comply with the new requirements risk incurring substantial penalties When it comes to tax matters, you may not be surprised to learn I am especially interested in HM Revenue & Customs’ and the Treasury’s strategy to stamp out aggressive avoidance that defeats the intent of Parliament. A key part of that […]

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