71 - TRAP LIVE25!
TRAP: The Real Adviser Podcast
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Navigating Financial Futures
This chapter focuses on the impending changes in UK business relief and pension regulations, urging financial advisors to revisit fundamental principles like life assurance. The speakers share insights on tailoring financial advice to unique client demographics, emphasizing the importance of authenticity and accountability in financial planning. A mix of concern and optimism is expressed regarding the potential resurgence of joint life insurance policies, as advisors navigate evolving government tax policies and form strategic partnerships.
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