Wealth Transfer
Family inheritance talks ‘still not happening enough’
One of the ‘worst situations’ is where clients are ‘vulnerable, bereaved and have no Will’
Best Practice | 3 Aug 21
HMRC shutters one dedicated tax avoidance investigation unit
It had been tasked with assessing family investment companies
A quarter of UK advisers still do not segment clients
Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes
What can advisers do to retain next-gen clients?
‘Children quite often want to do things differently from their parents to forge their own path’
Strategy gap means advisers risk missing wealth transfer boat
Which could undermine growth and prospects for sale