Quilter

CGT receipts reached £168m compared to £232m last year

More estates will fall into scope as thresholds remain frozen

‘The fee outlives the service because the records do not talk to each other’

Currently 32 platforms from 27 providers operating in the UK adviser market

Uses an attitudinal-based assessment

Responses to FCA consultation were due by last Friday

Receives regulatory approval for investment products

Latest firms to join since October

Core net inflows up 35% year-on-year

'If only the calendar could tell us when to take risk and when to retreat'