Every month Wealthtime speaks to hundreds of advice professionals and a persistent theme that seems to be exercising the minds of those who have been in the profession a while is this:
How do we make sure advice as a business is attractive enough for the next generation of advisers to take over when the time comes to exit?
There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
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