Advisers pivot to annuities and bonds ahead of IHT reform

Advisers pivot to annuities and bonds ahead of IHT reform

Financial advisers are ramping up their use of annuities, trusts and onshore bonds as they prepare clients for a major shake-up in inheritance tax and pension rules. Its 13th annual State of the Platform Nation report highlights a significant strategic pivot across the advice profession.

Evelyn Partners launches bond strategy on financial adviser market

Evelyn Partners has launched its “Cash & Cautious” bond strategy into the financial adviser market. The active discretionary portfolio management service invests in a bespoke and fully flexible selection of liquid, high-quality and low-risk cash-adjacent securities and shorter-dated bonds with the aim of beating the returns available on cash accounts. Bespoke Cash & Cautious bond