Quilter
UK struggling under ‘epidemic’ of financial illiteracy
Technical terms about pensions keeping clients away
UK feeling the financial burden of IHT bills
HMRC figures state nearly 25,000 households were hit by inheritance tax last year
Canadian firm splashes out £28m on UK wealth manager
Also Quilter acquires financial adviser in administration for an undisclosed sum
Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
Best Practice | 20 Mar 19
Poor pension freedom knowledge opens door for advisers
Firms could ‘reap rewards’ if they endorse inheritance tax incentives to new prospects