Advisers say inflation is the biggest threat for clients

Taxation is cited as a close second threat for clients, according to advisers

Isabel Baxter
clock • 1 min read

Inflation and taxation are what advisers believe clients regard as the biggest threats, according to HSBC Life.

Its The Three I's of Investment Capital report which included multiple tele-depth interviews including 200 advisers in each one, revealed that 35% of advisers cited inflation as the biggest threat to clients and 27% cited taxation. HSBC Life said that the fact that inflation has topped the list of threats is "no surprise in the current environment". It added: "This demonstrates the importance of delivering calm, well explained guidance and reassurance. In this environment, behavioural coaching backed by a deep understanding and application of tax treatments is by far the biggest contr...

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