Quilter for Advisers

When we asked advisers, 54% said they were considering alternative tax wrappers to the General Investment Account in light of the new capital gains and dividend tax environment. A further 69% confirmed they were adjusting their advice to maximise tax efficiency - a trend that may rise. To help advisers with their planning, we have developed a new tax calculator, launching later this month. Our Head of Technical Sales, Roddy Munro: "The tax environment is causing advisers to look at other options for their clients such as investment bonds. "This calculator will prove to be an increasingly important tool for advisers in assessing whether to retain a clients GIA, or move to an onshore investment bond, subject to their other financial planning goals." Read the full article 👇

✨ What a night! We're over the moon to have won 'Retirement provider of the year' and 'Best platform' at the Money Marketing Awards 2024 ✨ Thank you to the advisers that have helped us develop our proposition over the last few years and to the judges for acknowledging our hard work and commitment to quality. Congratulations to all other winners! #mmawards24

We did it 🙌 Thank you Money Marketing! #mmawards24

Fantastic news, well done, everyone 👏

The impact of the changes to the dividend and Capital Gains Tax (CGT) allowances is huge - the reduction in dividend allowance alone is expected to collect over £3bn over 5 years, with 4.4m people affected in 2024/25. Advisers are now considering rewrapping their clients' wealth, with many turning to onshore investment bonds. Don't miss our latest QTalk where our tax and financial planning expert, Shaun Moore, will run through the benefits of onshore investment bonds: ✅ Tax deferral and control ✅ Flexible withdrawal options ✅ Top slicing relief ✅ Assignment - ownership of the bond ✅ Trust planning ✅ Added benefits of being on platform Watch it in full here 👉 bit.ly/3Xjlf2y

Day 2 sees us in Warrington at this year's Professional Adviser Multi-Asset Roadshow ✨ Our Investment Director, Nick Davison, just presented his session "Risk – more than just a number", which proved to be really insightful (just like the previous sessions!). If you're here today, visit us at our stand and find out more about the investment solutions we offer, and how they can support you and your clients. Or catch us in one of the next locations - Cardiff, Bristol, and London from 17th - 19th September. For more information 👉 bit.ly/3Taz3ep

🎉Tonight's the night! We're getting ready to attend this year's Money Marketing awards at the glamourous The Londoner Hotel. Here's to a wonderful evening, delighted to have been shortlisted in seven categories 🎉 ✅ Provider of the year ✅ Best platform ✅ Best retirement provider ✅ Best financial adviser academy ✅ Best investment solutions provider ✅ Best outsourced investment manager ✅ Best network Good luck to all other nominees! #MMAWARDS24

Keep the banks out of your business. You could provide a better outcome for your clients' cash with the CashHub*. Seamlessly integrated into our platform, CashHub offers your clients a choice of competitive cash saving accounts and could give you future advice opportunities. Find out more 👉 bit.ly/3AW7Ky0 *powered by Bondsmith

We're really looking forward to Thursday - and to sharing some selfies 😀 Good luck to everyone who's been shortlisted!

We're happy to announce that we've acquired the fintech app NuWealth to help us expand our digital advice offerings for clients with modest investment pots. Advisers have asked us to support their clients who are just starting their investment journeys or aren’t ready for full advice. We’ll evolve NuWealth to: ✅ Help advisers serve these clients ✅ Promote the benefits of financial advice ✅ Prepare for future regulatory changes Our CEO, Steven Levin: "As client expectations for digital engagement evolve, we recognise that robust digital solutions are key to reducing the advice gap and enabling advisers to reach and support a wider set of clients." NuWealth's CEO, Kane Harrison: "This partnership will allow us to leverage Quilter’s extensive resources and expertise to better serve customers and create solutions for financial advisers." Read the full announcement 👇