73% of HNW clients paying ‘right’ amount of tax

More than seven out of 10 High Net Worth individuals (73%) in the UK say they pay the 'right amount' of tax.

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Quilter to open up HNW offering to external IFAs  

Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.

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Taskforce warns on vulnerability and sudden wealth

The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’

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Financial Planner sees boom in younger clients

The pandemic has resulted in a boom in younger clients signing up for Financial Planning services, according to Plymouth-based national Financial Planner Continuum.

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