Quilter

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

clock 19 July 2021 • 4 min read

Investment

Lifetime ISA exit charges more than triple during lockdown

FOI request

clock 12 July 2021 • 2 min read

People

Quilter hires head of inclusion and wellbeing

Replaces Kate Richardson

clock 17 June 2021 • 1 min read

Your profession

Legacy Caerus SIPP complaint sees Quilter compensate client

Missed out on investment gains

clock 27 May 2021 • 4 min read

Retirement

NHS staff breaching annual allowance reach for scheme pay options

38% with scheme pays option breached AA

clock 24 May 2021 • 2 min read

Tax planning

CGT changes: Breathing space welcomed for divorcees and homeowners

OTS’s report short of calling for complete reform

clock 21 May 2021 • 4 min read

Your profession

Queen's Speech: Social care a 'thorny issue' for government

Delivered today

clock 11 May 2021 • 3 min read

Companies

Quilter platform flows hit record £1bn in March

'Beating heart of businesss'

clock 21 April 2021 • 1 min read

Retirement

Ditch complex rise in normal minimum pension age - Quilter

'Unintended complexity'

clock 09 April 2021 • 2 min read

Estate planning

Lasting Power of Attorney applications drop 30% during pandemic

Not back to pre-pandemic levels

clock 06 April 2021 • 2 min read