FOI
Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed
Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
44% of pension transfer amber flags raised for ‘unknown’ reasons
Quilter calls on the UK government to tackle this issue
DIY Wills fuel rise in inheritance disputes
Preparing for death ‘might seem pessimistic’ but it can help families cope ’emotionally, practically and financially’