Spouses using different advisers can often cause difficulties

Looking at industry thoughts on the back of last week’s PA Asks poll

Hope Coumbe
clock • 1 min read

Servicing clients whose spouse or partner has a different adviser makes the planning process more difficult, advisers agree.

Adviser respondents to last week's PA Asks poll were asked to share whether or not they worked with clients who had a partner or spouse who saw another adviser instead. While the majority (56%) of advisers told Professional Adviser that they are not currently in that situation, 37% signalled that they were. One said they "only have a few" clients in the situation, adding: "It's not ideal". "It makes planning quite difficult," shared another. "Especially regarding inheritance tax and the like." Many respondents said they were "lucky" to not have clients whose spouse or partner ch...

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Spouses using different advisers can often cause difficulties

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Looking at industry thoughts on the back of last week’s PA Asks poll

Hope Coumbe
clock 25 March 2024 • 1 min read