Watch on demand: Dealing with death and your future clients

PA’s 14 March webinar with Quilter is available to watch now

Professional Adviser
clock • 1 min read
Watch on demand: Dealing with death and your future clients

Death is never easy to discuss, let alone when finance is involved.

This was the issue tackled by Quilter tax and financial planning expert Shaun Moore and Quilter financial planning consultant Veronica Trotter in Professional Adviser's latest webinar.

‘Dealing with death and your future clients' was hosted on 14 March by PA editor-in-chief Katrina Lloyd and is available to watch on-demand now.

To watch it at your leisure, register today by clicking here

 

 

 

 

More on Pensions

DWP publishes updated roadmap for workplace pensions

DWP publishes updated roadmap for workplace pensions

Government sets out an updated plan to implement workplace pension reform

Jonathan Stapleton
clock 13 July 2026 • 2 min read
'Significant gap' found in HMRC's SIPP data

'Significant gap' found in HMRC's SIPP data

No data identifying SIPPs or junior SIPPs as distinct categories, Aberdeen Adviser FOI finds

Isabel Baxter
clock 01 July 2026 • 2 min read
Strong chance 'nightmare' IHT pension reforms will 'simply not work'

Strong chance 'nightmare' IHT pension reforms will 'simply not work'

Baroness Ros Altmann says the policy is ‘fraught with dangers’

Holly Roach
clock 30 June 2026 • 1 min read

In-depth

Rise of the money coach

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

Sophia Panayi
clock 30 June 2026 • 9 min read
'Bolder moves on taxation' likely if Burnham takes prime minister role

'Bolder moves on taxation' likely if Burnham takes prime minister role

Changes to CGT would have ‘clear implications for wealth planning’

Sophia Panayi
clock 22 June 2026 • 4 min read
IHT on pensions: Advisers on a new way of working

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
clock 10 June 2026 • 8 min read