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Advisers seeking flexible IHT solutions amid increased estate planning demand


By Jack Gray

Adviser demand for flexible inheritance tax (IHT) solutions has increased amid concerns that pension reforms, client inertia, and policy uncertainty are leaving families exposed to potential IHT liabilities, according to Foresight Group


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Lack of clear profiles for target clients ‘limiting’ growth opportunities

A lack of clear profiles for target clients is limiting advisers' growth opportunities, Aegon and NextWealth have warned, after research found that just 22 per cent had developed defined profiles for clients they want to attract to their proposition

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Budget ‘not as bad as feared’ for advisers

The November Budget was not as bad as advisers feared it would be for their clients and firms, although frustrations over ‘endless tinkering’ remain, according to The Lang Cat

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Regulatory uncertainty seen as largest barrier to digital asset strategies

Wealth managers and institutional investors believe that regulatory uncertainty is the largest barrier to building a digital asset allocation strategy, analysis from Brava Finance has shown

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Majority of advice firms still hit by poor service

More than half of financial advisers have seen their business impacted by poor service from platforms, new research by Parmenion has indicated

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FCA consults on proposals to regulate ESG ratings providers

The Financial Conduct Authority (FCA) has published a consultation on proposals to make environmental, social, and governance (ESG) ratings more transparent, reliable, and comparable

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Clifton Wealth Partnership acquires Welsh financial planning firm

Clifton Wealth Partnership has acquired Welsh financial planning firm Lifestyle Financial Advice for an undisclosed amount

Advice firms lacking full AI policies amid compliance and regulation barriers

Financial advice firms are lacking full artificial intelligence (AI) policies, with many citing compliance and regulation as barriers to adoption of the technology, a report from NextWealth has shown

Foster Denovo and Third Financial extend partnership to develop AaaP solution

Wealth management firm Foster Denovo has extended its partnership with Third Financial, signing an agreement to develop a bespoke adviser-as-a-platform (AaaP) solution
EFG to integrate BlackRock wealth tech into advisory platform

EFG International has announced plans to integrate BlackRock’s Aladdin Wealth technology into its advisory platform

‘Investing in Britain’ hubs to launch next year

Wealth and investment firms have backed the launch of new ‘Investing in Britain’ online hubs, which are set to launch next year

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