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Advisers can calculate IHT liabilities based on future estate value

Demand for social media influencers who specialise in finance drops by 13%

First deal since the firm received PE backing from Coniston Capital

‘Advisers should consider personal circumstances when it comes to investment’

‘Advisers need to address the next generation as a new client segment’

Future-proofing advice, building sustainable portfolios, all things SDR

‘You are not struggling for clients, so it is a great place to be.’

Cash ISAs were the preferred vehicle for those planning over the long-term

‘It does feel like the wind has been in our faces over the past few months’

Sacha Sadan was speaking at the annual Amundi conference