Quilter
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
Best Practice | 18 Oct 19
Industry taps into growing need for financial education
With initiatives in the UK and the Middle East aimed at under-18s