Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.
The Budget changes mean inheritance tax-efficient assets will become less effective for clients in achieving their legacy goals.
From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.
With half the world facing elections this year, are investors being distracted by short-term noise and overlooking potential international opportunities?
The great wealth transfer represents opportunity and risk in equal measure for financial advisers.
Join us for an informative session worth one hour of CPD