Trusts

Lessons from Rogers v Wills for financial advisers

HSBC Life research

New adviser portal launched

Week commencing 27 January 2025

Launched in September 2023

Why are more IHT liabilities for gifts not being protected?

Accounted for 74% of life insurance claims paid

Training and skills sessions for advisers

"We still need to do more to reduce complexity in our industry"

Supporting Consumer Duty implementation