Wealth Transfer

Companies | 21 Jan 22

Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’

Best Practice | 5 Jan 22

‘There is no one-size-fits-all approach to how you divide up’ assets

Best Practice | 8 Dec 21

Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’

Companies | 14 Oct 21

‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’

Companies | 12 Aug 21

One of the ‘worst situations’ is where clients are ‘vulnerable, bereaved and have no Will’