Mortgage intermediary enhances ability to identify and support vulnerable customers
A mortgage intermediary has rolled out a new technology provided by specialists in understanding capacity to improve its ability to identify and better service vulnerable customers. Mortgage Advice Bureau (MAB) has introduced a Financial Vulnerability Assessment Tool across its broker network, described as ‘key to helping MAB ensure we continue to meet the Consumer Duty […]
From safe haven to tax trap: What the 2027 IHT reforms could mean for international Clients
Earlier this week, the Government published the draft Finance Bill 2025–2026. This included the much-anticipated draft legislation to bring pensions within the scope of UK inheritance tax. This article looks at what the changes mean for international clients. Background In the 2024 Autumn Budget, the Government announced its plans to bring most pension schemes within […]