More than half claim to have an intergenerational business strategy
Clients not making use of tax benefits from onshore investment bonds
Advisers will have access to full protection portfolio
CGT and dividend allowance restrictions 'boost' the market
Presenting a ‘major’ opportunity for advisers
Tax-efficient accumulation, decumulation and transfer of wealth
Advisers have been urged to ‘develop and deploy’ engagement skills
Past five years has seen more and more political and economic uncertainty
Must be registered with TRS by 1 Sept