‘The post-election environment has been historically positive for markets’

What are multi-asset funds' future prospects?

There are ways to mitigate an anticipated inheritance tax bill

Rather than directly a more nuanced approach is recommended

Important differences from previous regime

A look ahead at the upcoming live regional lunch CPD events

Risk ratings often don't tell the whole story

'We know that lots of parents are bamboozled by the system'

Having the right tech in place is critical for advisers

This year's awards will have an increased focus on adviser tech stacks