Quilter for Advisers

Following the recent CGT rate rises, and the previous slashing of tax allowances, how can financial advisers like you seize the opportunity and demonstrate the value of your advice? By ensuring your clients’ investments are held in the most tax-efficient wrappers. We’re here to help you rewrap your clients’ wealth. Find out how 👉 bit.ly/4ezv7fe

🎉 We're honoured to have made the provider shortlist at the Professional Adviser Awards 2025 in six categories 🎉 ✅ Best platform for advisers ✅ Best retirement initiative ✅ Best support service for advisers (for CashHub) ✅ Best client engagement (provider) ✅ Best D&I initiative ✅ Best MPS provider Congratulations to all other nominees, in particular to our colleagues at Quilter Cheviot who have also been shortlisted! Find out more 👉 bit.ly/49b4oV8

28%* of adults are earning no interest on their savings, many because they don’t have time to shop around. If inertia is holding your clients’ savings back, the CashHub could turn that around. A single login gives them quick and easy access to a range of savings accounts with competitive rates of interest. Find out more 👉 bit.ly/3wq7S6F *Building Societies Association Sep 2024

✨ Voting is now open for the Citywire Adviser Choice Awards 2025 ✨ If the hard work of Stuart Clark and the WealthSelect team has benefitted your clients and your business, we’d be delighted if you could take a moment to vote for Quilter’s WealthSelect Portfolios as your preferred discretionary fund manager 👉 bit.ly/498sm39

Our latest calculations show a single homeowner with a home worth £308,782 and moderate retirement savings of £459,000 will be liable to pay a £107,000 inheritance tax bill from 2027. With house prices expected to increase across the UK by 4% in 2025, these figures are likely to rise further. Our tax and pensions specialist, Roddy Munro: "The double whammy of a frozen nil rate band and the inclusion of pensions in your estate means many more people will become liable for a tax originally intended for the very wealthy." Read the full article 👇 Professional Paraplanner

After a fantastic night, we're incredibly proud to share that we've been recognised, once again, at this year’s FT Financial Adviser Service Awards, achieving: ⭐ 5 Stars in Platforms ⭐ 5 Stars in Pensions ⭐ 5 Stars in Investments We are also proud winners in the 'most improved platform provider' and 'most improved pensions and protection provider' categories. And congratulations to Quilter Cheviot, who were awarded 5* in the 'investment providers', and 4* in the 'discretionary fund managers' categories. These prestigious awards, voted for by advisers, highlight the very best in service provision to advisers and their clients across the financial services industry. We’re thrilled to be recognised in these awards, which act as an independent endorsement of the quality service we provide. Thank you to all the advisers who voted for us and to our dedicated colleagues for their hard work and commitment to excellence. And thank you FT Adviser for having us! #FASA2024

The latest figures suggest a likely fourth consecutive record annual IHT tax take for the Chancellor, as the tax continues its upward trajectory in the past few years. Elsewhere, income tax, CGT & NICs receipts for April 2024 to October 2024 were £260.3bn which was £6.4bn higher than the same period last year. Our tax and financial planning expert, Rachael Griffin: “These figures underscore the government’s reliance on fiscal drag and incremental policy changes to boost revenues without formally increasing headline tax rates. “With tax receipts continuing to climb, the need for clear, transparent communication and strategic financial planning becomes ever more critical.” Read the full article 👇 FT Adviser

CGT rate rises in the recent budget mean advisers need to think outside the box. We see this as a golden opportunity for you to demonstrate the value of your advice and significantly improve your clients’ financial outcomes. We’re here to help you seize this opportunity. Find out how 👉 bit.ly/4ezv7fe

One in four* of your clients aren't using their tax-free savings allowance. It’s shocking, but research shows that 28%* of adults are earning no interest on their savings. The CashHub is fully integrated on our platform and could get your clients' savings working harder. Find our more 👉 bit.ly/3wq7S6F *Building Societies Association Sep 2024

Our very own Jonathan Greer, Head of Retirement Policy at Quilter, has penned an important piece for FT Adviser titled "Why the Budget left AE reforms dead in the water." In this article, Jon explores the potentially significant impact of recent Budget changes on pension auto-enrolment (AE) reforms. With employer national insurance contributions set to rise, the path to expanding AE now faces substantial hurdles. Jon delves into the challenges businesses will encounter and the broader implications for retirement savings. Read the full article 👇