Five things clients will call you about this week

FIVE THINGS

clock

Here are five things your clients may have read in the national newspapers over the weekend...

Trusts The use of a trust, rather than a will, for inheritance tax purposes was the focus of a piece in the Telegraph at the weekend. It highlighted a recent case where a multi-millionaire businessman ran into trouble using a trust because his son tried to prevent his mother getting any of her late husband's wealth. In-house advisers A piece in the Observer, meanwhile, attacked estate agents' in-house mortgage ‘advisers'. It said that a ‘new trick' was emerging in the frothier bits of the property market whereby some agents are forbidding potential buyers from even visiting a propert...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Clients now 'better educated' on advice industry, advisers say

Clients now 'better educated' on advice industry, advisers say

Around a fifth of advisers say clients have become more demanding

Sahar Nazir
clock 17 April 2024 • 1 min read
Advisers urged to review platform selection to meet client needs

Advisers urged to review platform selection to meet client needs

After FCA thematic review highlighted importance of regularly reviewing

Isabel Baxter
clock 17 April 2024 • 1 min read
Women in leadership: Being authentic is a strength

Women in leadership: Being authentic is a strength

‘Leadership in financial services is a team sport’

Jenna Brown
clock 16 April 2024 • 7 min read