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Archive January 2023

IHT business relief portfolios – looking under the bonnet

As demonstrated by the Dear CEO letter sent to advisers in December, the FCA expects advisers to conduct robust due diligence on the services that they recommend. Nowhere is this more important than with a complex product like IHT business relief portfolios.  (Published on Money Marketing 31/1/2023) Inheritance tax (IHT) is an increasingly pervasive stealth

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