Quilter
17% rise in number of families paying IHT
Average inheritance tax bill fell 1% to £214,000 in 2020/21 financial year
32% of IFAs expect client fees to increase with Consumer Duty
As one-in-seven still feel unclear about advising clients on good customer outcomes
Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
130,000 Lasting Power of Attorney applications rejected in past five years
On average it takes 91.5 working days to register and dispatch an LPA application
Best Practice | 7 Jul 23
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path