Advisers see higher client demand as tax changes and rumours cause confusion

See opportunity to provide ‘much-needed’ clarity

Isabel Baxter
clock • 2 min read

Advisers are seeing higher client demand as wealth tax uncertainty bites, research has found.

A survey by Flagstone identified that when asked to elaborate on the reasons driving a surge in interest and demand from clients, two fifths (41%) of advisers said that the tax changes and rumours of the last few months are creating confusion, and two thirds (67%) see the opportunity to provide much-needed clarity and reassurance. "This renewed appetite from clients is not considered a passing trend either," Flagstone said. Latest figures saw inheritance tax (IHT) receipts hit £8.2bn for April 2024 to March 2025, marking the fourth consecutive record year. The figure shared by HMRC...

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