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Rewriting the traditional wealth-building story

As we navigate the impact of recent fiscal changes, it's clear that the landscape for financial advice has fundamentally shifted.

Investing in a range of wrappers to optimise tax-efficiency is essential for a successful financial plan. Showcase the value of your advice by taking advantage of our range of tax wrappers, plus CashHub, to rewrap wealth for suitable clients.

Hear from Roddy Munro, Head of Technical Sales, as he highlights the significance of these changes at the 2024 PFS conference.

The Hunt is over: rewrapping client wealth

Hear from Roddy Munro at the PFS conference.

This is a significant opportunity for advisers to demonstrate the value of advice. For clients invested in an unwrapped environment, there could be significant potential tax savings waiting to be realised by using all the tax efficient products available.
Roddy Munro - Head of Technical Sales

Rewrapping client wealth brochure

Explore our summary of the key fiscal changes, how the advice landscape is evolving, why you need a new approach to wealth management, and how Quilter can help.

to find out more in the rewrapping client wealth brochure Read now

Supporting you to make the most of this opportunity

This is a great opportunity for advisers like you to demonstrate the value of your advice and ensure all your clients’ investments are optimising the tax allowances available.

Help your clients today with easy to use 'ongoing tax comparison tool'.

Our tool compares keeping your client's existing general investment account with closing it and re-investing the proceeds into our onshore bond, the Collective Investment Bond.

Ongoing tax comparison tool

Quilter research reveals the impact of the fiscal and Autumn Budget changes:

Source: Quilter adviser survey, 460 advisers, Q1 2025.

38%

Advisers expect 38% of their clients will need rewrapping to alternative tax wrappers in the next 12 months.

71%

71% of advisers are concerned about pensions becoming liable for inheritance tax, which could impact over half (52%) of their clients.

Embracing a new approach to wealth management

FAQs

FAQs

FAQs

Get in touch with your Quilter consultant

Our consultants are here to help you maximise this opportunity and find the best solutions for your clients. Contact us today to learn more about how you can easily optimise tax-efficiency for your clients and demonstrate your expertise in your ongoing advice.

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