Andrew Aldridge, partner at Deepbridge Capital sets out five key challenges for financial advisers in the year ahead. 1. Estate Planning With IHT receipts continuing to rise and with perhaps a greater acknowledgement of mortality driven by the pandemic, inheritance tax mitigation will remain a key focus for many advisers. Earlier this year, we surveyed over 100 IFAs, with 80% agreeing that estate planning was a primary consideration. 2. Growth With inflation increasing and rumou...
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