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.
Hear from the PIMFA policy team and carefully selected guest speakers as they explore key industry developments, emerging priorities, and what they mean for firms and clients. …
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Date & Time: 08th Oct 2026 (10:00) - 08th Oct 2026 (15:00)
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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.

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Published: February 2, 2026
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