Estate planning a 'huge' advice opportunity as stealth taxes bite

Jenna Brown
clock • 2 min read

Estate planning is the biggest advice opportunity of the moment and is a "threat to your business if you are not doing it", according to Octopus Investments. Speaking at International Investment's sister title Professional Adviser's PA360 North event on 8 December, executive business growth manager Nick Bird told adviser delegates estate planning was an area where planners could make a big difference to higher-value clients. He explained many diligent and careful savers could be caught out by inheritance tax (IHT) as frozen allowances - which he described as "stealth taxes" - would be...

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