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
Image:

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...

To continue reading this article...

Join Professional Adviser

 

  • 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 Estate planning

LV= said: "Due to property price inflation, mortgage terms today are much longer than they were historically, and therefore many people may find themselves at retirement age without having fully paid off their mortgage."

1.5m UK adults retire with outstanding home loans - LV=

'Navigating the cost of living crisis'

clock 24 June 2022 • 3 min read
IHT receipts up £0.1bn, HRMC figures reveal

IHT receipts up £0.1bn, HRMC figures reveal

‘Successive year-on-year rises’

clock 23 June 2022 • 5 min read
Richard Burgess: "Modern family dynamics are poorly served by the intestacy rules."

Richard Burgess: Raising the profile of wills and LPAs with clients

Wills and LPAs explained

Richard Burgess
clock 07 June 2022 • 4 min read