Simon Heawood: The property conversation you should have with clients

Residential property ‘advice gap’

clock • 4 min read

Punitive tax changes to buy-to-let mean up to £1.4bn of assets could be 'on the move', writes Simon Heawood, but advisers looking to capture some of that market need to consider alternatives that resonate in a similar way

Giving advice on residential property investments is a tricky business for financial advisers and wealth managers of all stripes. Most will have first-hand experience of the client whose unshakeable attachment to bricks and mortar has thrown an otherwise carefully planned and risk-managed portfolio into disarray. Few investments have outperformed UK residential property on a risk-adjusted basis in recent decades - and none has attracted as much capital. It is little wonder then that almost 50% of people consider property to be the best way to save for retirement, according to recent data...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Property Investment

Majority of advisers set to increase real estate allocation

Majority of advisers set to increase real estate allocation

To de-risk portfolios through diversification and increase ESG focus

Isabel Baxter
clock 30 January 2024 • 1 min read
Peer-to-peer market grows as advisers seek further diversification

Peer-to-peer market grows as advisers seek further diversification

Exploring Defaqto data on peer-to-peer market

Darren Winfield
clock 22 September 2023 • 4 min read
Will there be a soft landing for the UK housing market?

Will there be a soft landing for the UK housing market?

Cutting through UK housing market crash noise

Katie Poulson and Robin Ghosh
clock 27 July 2023 • 5 min read