A quarter of financial planning firms have reported that avoiding or mitigating capital gains tax (CGT) is of growing importance to clients, according to research from the Saltus Partnership Programme.
Surveying more than 200 senior leaders at financial planning firms in the UK, the latest Financial Planning Growth Index published by the Saltus Partnership Programme and LEK Consulting, also found estate planning, including intergenerational wealth transfers, (31%) and retirement (31%) are growing priorities for clients. Consistent with data from November 2024, Saltus said these findings underline the heightened emphasis clients are placing on long-term priorities. Alongside this, 5% of firms reported that clients remain focused on cost of living pressures, such as rising school fees...
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