IFAs reluctant to talk charity with clients

Professional Adviser
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The Association of Financial Advisers (AIFA) is embarking on a 'big push' to increase IFA awareness ...

The Association of Financial Advisers (AIFA) is embarking on a 'big push' to increase IFA awareness on tax efficient ways of giving money to charity. Speaking at the Charities Aid Foundation meeting this week, Paul Smee, Director General of AIFA, urged IFAs to overcome the "hurdle of personal reticence", alluding to a "reluctance to talk about charities and raise the issue of giving with clients". Despite this perceived reluctance, research conducted by AIFA, based on a questionnaire sent to its 17,000 members, shows that three quarters of IFAs think advice on tax-efficient ways of gi...

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