COVID-19 puts focus on mortality and tax for financial advisers and their clients

If the COVID-19 pandemic has made people think more about their mortality then it may well have made many of them think about that other certainty in life – taxes.

The UK government will no doubt be looking to recoup the money it has spent countering the adverse impacts of the pandemic, so tax mitigation strategies could rise up the agenda of discussions between financial advisers and their clients too. One likely topic for such discussions is Inheritance Tax (IHT).

To understand more about the pandemic’s impact, we commissioned a study on IHT planning, asking advisers for their thoughts on what has been a shocking experience for many thousands of people in the UK and how their relationships with their clients might change.

Click here to read our findings:

If you would like further information or to discuss an investment opportunity, please contact us on +44(0)20 3667 8199 or email