United Kingdom
Majority of Brits baffled by IHT allowances
They believe they will inherit over £200,000 more than they will actually get
Should decumulation keep IFAs and clients up at night?
Pension freedom flexibilities ‘present risks which need to be navigated’
Fifth of UK advisers don’t want younger clients
But majority of firms would change their marketing approach to use more tech and social media
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
STM Group on the hunt for acquisitions
As it looks to recruit a UK-based head of distribution and product