Pension freedoms are helping to drive a boom in inheritance tax (IHT) planning advice. Recent research by Prudential has shown this. Anecdotally, when we’ve been out and about speaking to advisers we’re also hearing of an upturn in IHT planning enquiries linked to pension freedoms, with clients taking a keen interest in their overall finances with one eye on the grim reaper.
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
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