The Debrief
Welcome to The Debrief, where opinion, insights and information from our experts lets you quickly and easily see what's new, what's next and what's exciting in our industry. Insight, inspirations and ideas to help you and your clients stay one step ahead.
Latest articles
The Zillennial wealth era
As the ‘great wealth transfer’ edges closer, greater scrutiny is being placed on how Gen Z engages with the world and their finances. For advisers looking to lock-in longer-term growth, understanding the habits, expectations, and aspirations of this generation could be key.
Responding to the shifting IHT landscape
There’s a huge shift on the horizon for IHT planning, necessitating a re-examination of the use of pensions in the wealth toolkit. The Scottish Widows Investment Confidence Barometer reveals the extent to which the behaviour of investors and advisers is having to change.
Is the Bank of Mum and Dad closed for new customers?
An increasing number of parents are reassessing the affordability and risk of handing over a significant amount of cash. Fearful of unexpected future costs, advisers have a key part to play in both making robust plans and helping wider family members navigate them.