Evidencing tax wrapper decisions requires more effort in current environment, say advisers and paraplanners

3 September 2026

More than eight in 10 advisers and paraplanners find evidencing tax wrapper decisions takes more effort in the current environment, according to AJ Bell’s new wrapper campaign. The last three years have seen various reductions to tax-free allowances and increases to different tax rates, with nine in 10 advisers saying wrapper decisions have become...