Amy Cole: How tax simplification is disrupting financial advice

Tax adviser turned life coach

clock • 4 min read

Amy Cole looks at possible tax changes which could see the advice role morph into life coach as advisers help clients roll with the punches...

Proposed changes to the inheritance tax regime and talk of a possible hike in capital gains tax have created uncertain times for the tax and financial advice industry. The need to keep clients' plans flexible, and bear in mind any changes that could happen in the short to medium term, has never been more important. The current climate of tax uncertainty, combined with the financial pressures imposed on many people's lives during the pandemic, has accelerated changes that have been taking place for some time. The need to stay in touch with clients and adapt to shifting circumstances is...

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