8th October 2024
Quilter Cheviot: Taking Stock - After The Bell: The Great Wealth Transfer
The panel discuss the 'Great Wealth Transfer' and the potentially huge cascade of wealth from the Baby Boomer generation to their children and grandchildren.
The panel discuss the 'Great Wealth Transfer' and the potentially huge cascade of wealth from the Baby Boomer generation to their children and grandchildren.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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