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Podcast

IHT, participation, and the future of advice

Our expert panel explore the findings from our new research, Closing the advice participation gap, alongside the changing inheritance tax landscape.

Listen now to hear their perspectives and the opportunities both could create for advice firms.

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Image of three people seated around a table during a financial planning or advisory discussion.

Closing the advice participation gap

Three people meet in a bright indoor setting, discussing paperwork spread across a table. An open laptop is visible in the foreground as the group reviews documents together.

Designing advice that works for everyone

Woman in a red shirt engaged in a serious conversation with a bearded man, holding a tablet in a bright indoor setting

Getting into advice

Two women smiling and chatting while holding coffee cups in a small cafe setting.

Participating in advice

Happy family sitting on a couch, with a child and father touching the mother's pregnant belly, sharing a loving moment.

Advice through life

A meeting between a financial or professional adviser and a family in a home or office setting. The adviser is engaged in conversation with two adults and a child, highlighting discussions around family planning, finances, or future decision-making.

The participation-first advice firm

A conference panel session featuring four participants seated in armchairs on a stage. One speaker gestures while addressing the discussion, while attendees watch from the audience. Presentation screens and Scottish Widows branding are visible in the background.

IHT, participation, and the future of advice