The research also found growing interest in using AI to improve financial understanding. AJ Bell warns HMRC creating ‘two-tier’ IHT system for pensionsAJ Bell has warned that HM Revenue & Customs’ proposed inheritance tax regime for pensions could unfairly penalise savers by denying key tax reliefs available on other assets. The investment platform said HMRC’s latest technical note confirms that several inheritance tax reliefs will not apply to unused pension assets when they are brought into the IHT net from 6 April 2027. The new identity will be extended to the AJ Bell group website and Investcentre during 2027, while the AJ Bell name will remain unchanged. The rebrand will also feature across the firm’s “Feel Good Investing” campaign and sponsorship of the AJ Bell Great Run series, beginning with the Great North Run in September.