United Kingdom
Soft skills crucial to meet intergenerational planning demands
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
Investors turn back on UK equities for growth and tech funds
Lack of retail interest in asset class ‘is interesting as it goes against’ the institutional market
Best Practice | 13 Oct 21
How to support ethnic diversity in the investment sector
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
Decade of triple lock increased value of state pension by 35%
But next year marks the first time the rise will not be in line with the model