financial planning

11 months from pensions falling within IHT scope

Zurich research findings

Supporting protection as part of holistic planning

“This is an important moment for the advice market”

Anxiety around later-life care

Digital service to create a legally binding will

"Everything you worked on together only holds up if their life holds up too"

Increased risk of interest accruing on IHT

Supporting firms expand potential client base

Gordon Henderson appointed