The insurance is best suited to people who are facing a big inheritance tax bill - like wealthy novelist Harlan Thrombey in 2019 s Knives Out, whose death sparked a web of intrigue over his fortune.
Advisers need to be prioritising “finding out what money means for their clients” in order to be more consistent in their approach, according to Investment Quorum.
Social care reforms have been put back until October 2025, after the next general election. Is the delay leaving people reluctant to make plans for care in later life, and how are advisers navigating this?
If you are a top adviser with good tech, you should consider entering the Schroders UK Platform Awards adviser categories – Leading Adviser Practice (up to ten advisers) or Leading Adviser Business (over ten advisers).