Advisers must 'educate and motivate' clients on IHT planning

PA360

Jenna Brown
clock • 2 min read
Advisers must educate and motivate clients on IHT planning
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Advisers must educate and motivate clients on IHT planning

As inheritance tax (IHT) receipts steadily increase and property wealth pushes more people towards the threshold advisers can maximise their value to clients by educating and motivating them on the subject, delegates heard.

Octopus executive business growth manager Nick Bird told advisers at PA360, held in London on 27 April, that £37bn in IHT was expected to be collected by the government in the next five years. He said...

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