Budget scrapped valuable IHT reliefs for agriculture and business assets

Renaming remaining portfolios to reflect level of investment risk

Firms that adopt technology to save time will improve client experience

CII CEO says it would not be easy for PFS to break away

‘Important to take control of your exit planning’

Bought Brunel Trustees adding 200 SSAS schemes

Relatively limited upside in face of significantly increased risks

Inclusion of pensions in IHT regime biggest change in advice in 30 years

Advisers can scale-up by embracing technology

PFS members vote down two motions at fraught AGM