Inheritance tax reform is prompting more clients to think carefully about the legacy they want to leave behind. For advisers, this creates an opportunity to have more meaningful conversations, but it can also raise questions and add complexity.
Our Estate and inheritance planning framework has been designed to help you create a structured and repeatable approach to identifying and reviewing planning opportunities, supporting more confident client conversations.
How the Estate and inheritance planning framework can help
As an adviser, you’ll tailor your advice to your client’s individual circumstances, but the process you use to research, assess and develop those recommendations is usually repeatable. Our documents will help you to establish that approach in practice.
The Estate and inheritance planning framework provides a clear and consistent starting point, without being tied to a provider or product, and the implementation checklist will help you embed the framework within your existing advice processes.
Together, they’ll help to:
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Build a consistent advice approach across your business
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Evidence robust planning
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Support your client estate planning conversations
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Help create good client outcomes compliant with Consumer Duty requirements
Estate planning is becoming increasingly complex, with evolving legislation, tax rules and client needs. The Estate and inheritance planning framework helps firms address these challenges by documenting key planning principles, client considerations and potential strategies.
It supports improved client outcomes, stronger governance and a more efficient advice process, while retaining the flexibility needed for personalised recommendations.
Luke Morris FPFS, Investment Development Director
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