Tax a 'significant issue' for clients but capital loss tops concerns

Schroders UK Financial Adviser Pulse Survey has revealed that although capital loss (36%) and geopolitical risk (32%) were identified by the survey as the top two client concerns, tax also emerged as a significant issue, cited as the number one concern by 16% of advisers. Of the 212 advisers surveyed, 52% reported clients being very concerned about pensions becoming subject to IHT from 2027. Overall concern is near-universal (99%), with just 1% saying clients are not concerned at all. Schroders head of UK wealth Jamie Fowler noted: "The clock is ticking…Some advisers are going to b...