‘The financial and emotional benefits of financial advice’

Oct 2, 2020 | Financial Services

An independent (financial adviser’s) view

Here’s the feel-good story of the week. It’s now proven (by a survey, so it must be true) that having a financial adviser ‘improves emotional as well as financial well-being, especially in a time of crisis’. The 24% with an adviser have a ‘greater sense of well-being’ than the poor, deluded 76% who go it alone; and, apparently, ’satisfaction grows over time’. Thank goodness for that. So, if you can’t get a video appointment with your GP or therapist, an IFA is just a Zoom away. Don’t worry. Be Happy.

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“Why most won’t need to worry about IHT on pensions”

“Why most won’t need to worry about IHT on pensions”

Many a government has made the point that only a minority will be affected by this or that tax change or tinker. It is, however, both perception and aspiration which are important, and they are what makes IHT the ‘most hated’ of all taxes – along with all the others, of course.