Estate planning is the biggest advice opportunity of the moment and is a “threat to your business if you are not doing it”, according to Octopus Investments.
Speaking at PA360 North on 8 December, executive business growth manager Nick Bird told adviser delegates estate planning was an area where planners could make a big difference to higher-value clients. He explained many diligent and careful savers could be caught out by inheritance tax (IHT) as frozen allowances - which he described as "stealth taxes" - would be in place until at least 2026. "Estate planning is one planning area that will make a big difference. This is the biggest area for planners. "Estate planning is a huge planning opportunity - or a threat to your business if y...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes