Quilter
International bonds not the top tool for IFAs
While onshore would be more attractive if the bonds were linked to a desired investment platform
Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
Industry needs to ‘eradicate’ any notions it is ‘old man’s club’
Attracting female clients is vital, as 27% of UK women have inadequate pension pots
Brits want IHT nil rate band doubled
Politically ‘it would certainly be seen as a positive step by the majority of people’
Quilter sales hit by political and economic uncertainty
As clients continue to pull money out of the market