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New guide published
45-54-year-olds most worried about running out of money
10 November, Marriot Grosvenor Square
Supporting protection needs
11 months from pensions falling within IHT scope
Financial advice firms ‘lack a clear service strategy for bereaved clients'
Week commencing 20 April 2026
Follows prolonged freeze on IHT thresholds
Private client services
Week commencing 6 April 2026