The Personal Investment Management & Financial Advice Association (PIMFA)

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Insurer & Underwriter Attitudes on IFA Firms Advising on Inheritance Tax (IHT) Products

Read here an article from the PIMFA Journal #32 by Joshua Upil, Associate Director at Onyx, highlighting that the UK inheritance tax landscape is in flux and insurers are responding with increased scrutiny and risk-based pricing for PI insurance
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Future of Advice

Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Join us to hear the latest findings from the PIMFA Leading Lights 2026-2027 cohort …
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Date & Time: 03rd Feb 2027 (14:00) - 03rd Feb 2027 (18:00)
Location: Howden

PIMFA Queries Compendium

This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.

Shared Type: Shared
Published: February 2, 2026
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