Three things clients may call you about this week

clock

Professional Adviser's weekly heads-up on the articles your clients may have read in the nationals over the weekend...

The 14-year rule Inheritance tax remains a topic of debate among politicians, yet continues to dumbfound the average saver. An eye-opening and well explained article in the Telegraph took a closer look at the tax and the advantages - and implications - of gifting. One element of the tax in particular - the "little-known" 14-year rule - may very well intrigue a prospective client or two. Do you trust your asset manager? It is, perhaps, not the sort of topic likely to trigger a client's anxiety about his or her investment portfolio, but it could intrigue one or two of your more ‘...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

PA360: The 'human' element of retirement planning becoming ever more important

PA360: The 'human' element of retirement planning becoming ever more important

Retirement panel on client-centric approaches

Isabel Baxter
clock 02 May 2025 • 3 min read
'Urgent action' needed on Gen Z pension saving barriers: PPI report

'Urgent action' needed on Gen Z pension saving barriers: PPI report

Generation faces retirement challenges

Jasmine Urquhart
clock 26 February 2025 • 3 min read
Advisers concerned about regulatory scrutiny in decumulation phase

Advisers concerned about regulatory scrutiny in decumulation phase

Retirement planning ‘dominates’ client advice requests

Isabel Baxter
clock 27 November 2024 • 3 min read