Opinion

‘There are risks of not preparing and rewards of grasping the opportunity’

FCA estimates 5 million people in the UK hold cryptocurrency

Reducing 'fee drag' on client's portfolio performance

Tax-efficient accumulation, decumulation and transfer of wealth

Positives from pooling of skills, resources, and exceptional talent

Accountants are seeking to outsource financial planning entirely

Is active fund management a waste of time?

Extensive changes need to be in place by April 2024

Cash characteristics can be replicated by other investments

Reducing sequencing risk is part of the attraction