Beating the later life planning challenges of 2021: tax, volatility and care
Simon Harryman, Matt Dickens, Simon Palmer
About this talk
Our industry has adapted quickly to absorb the seismic changes brought about by the pandemic. We know that 2021 poses a range of challenges when it comes to later life planning and advisers are working harder than ever to meet their clients’ complex needs and concerns.
In our latest webinar, we will be joined by in-house taxation expert, Simon Palmer, to consider some pre-existing and some new challenges that later life planners face and discuss how calling on the fundamentals of good planning can help beat adversity.
The challenges we will discuss:
1. The threat of tax changes
2. The prospect of continued volatility caused by the pandemic
3. The ever-increasing demand for long-term care