Estate planning a 'huge' advice opportunity as stealth taxes bite

‘Biggest area for planners’

Jenna Brown
clock • 2 min read
PA360 North: Estate planning a 'huge opportunity' for advisers as stealth taxes bite

PA360 North: Estate planning a 'huge opportunity' for advisers as stealth taxes bite

Estate planning is the biggest advice opportunity of the moment and is a “threat to your business if you are not doing it”, according to Octopus Investments.

Speaking at PA360 North on 8 December, executive business growth manager Nick Bird told adviser delegates estate planning was an area where planners could make a big difference to higher-value clie...

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