With the introduction of Consumer Duty, more responsibility is being placed on advisers to put in place robust processes to demonstrate fair price and value to help clients achieve their objectives.

 In the context of Inheritance Tax planning, we must also give consideration to the fact that many clients are older and may be considered vulnerable clients.

Our webinar will explore what you should be considering in light of Consumer Duty and how we can support your due diligence processes. We also look to touch on the Autumn Statement and any impacts to Inheritance Tax and estate planning.