Intergenerational wealth transfer key for industry in 2022

Curtis Banks Pension Technical Manager Jessica List believes intergenerational wealth transfer and fairness will be a key topic in financial services this coming year, with the potential for future changes to the IHT and pensions rules that addresses this increasingly talked about subject. ‚ÄúThis year we have seen a lot more in the press around … Continue reading Intergenerational wealth transfer key for industry in 2022