26% of investment scam victims are under 30
More than three quarters of the scams take place on social media
HMRC wins IHT case over location of domicile of choice
Anyone arguing that they are not UK-domiciled should create and maintain evidence, warns tax expert
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women