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104 advisers surveyed responded:
| What has increased demand for IHT advice? | Advisers agree |
| Better access to pensions following pension freedoms | 64% |
| Increased attractiveness of pensions as a vehicle for passing on wealth | 59% |
| Changes to IHT threshold | 58% |
| Rising property prices | 53% |
| Cuts to lifetime allowance | 41% |
| Increased us of buy-to-let | 36% |
| Increased ISA limits | 32% |
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
Equity holdings in multi-asset funds surpassed their long-term average
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
