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90% of advisers report leap in IHT enquiries
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More than nine in 10 financial advisers (92%) have seen a rise in enquiries about inheritance tax in the run-up to the Budget on 26 November, according to a new report.
Number of ‘unsustainable’ pension withdrawals hits record high
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The proportion of pensions being drawn down at 8% or over has hit its highest recorded level for pots of all sizes, according to analysis of the latest FCA data.
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Pimfa calls for road map as pension withdrawals surge
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Wealth manager trade body Pimfa has called for a clear tax road map to stem the tide of people accessing their tax-free pension cash because of speculation and headlines.
Read more: Pimfa calls for road map as pension withdrawals surge
Wealthy clients rethink inheritance plans on Budget rumours
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Wealthy clients are increasingly seeking advice on inheritance tax and estate planning amid growing speculation ahead of the Autumn Budget, according to wealth manager Rathbones.
Read more: Wealthy clients rethink inheritance plans on Budget rumours
Revenues double for InvestAcc ahead of SIPP acquisition
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Group revenues more than doubled to £6m for InvestAcc for the six months ended 30 June (H2 2024: £2.5m).
Read more: Revenues double for InvestAcc ahead of SIPP acquisition