Two thirds of advisers involved in family bust-ups over IHT
Planning more contentious than estate settlement
Financial Planning
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Canaccord Wealth hires senior wealth planner from Brewin Dolphin
Joins with 25 years’ sector experience
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Quilter says IHT gifting rule used by just 2% of estates will spike in popularity
Just 1,490 estates have used the strategy
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Shackleton to offer tailored financial planning to clients with life-changing injuries
Move facilitated by the acquisition of IM Asset Management
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
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Cuts to IHT relief on AIM shares set to make gifting more attractive
Will raise an additional £110m a year for HMRC
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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Quilter Cheviot names new head of proposition
Formerly of HSBC Private Bank
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing