LSE:LIOCapital Markets
UK Wealth Management Stocks Seeing Fresh Demand From Pension Tax Changes
UK pension rule changes, fresh headlines from St James’s Place and shifting client behaviour are putting asset and wealth managers under the spotlight. Clients are moving money to manage potential 40% inheritance tax on pensions, and adviser networks are being reshaped. For you as an investor, this creates both pressure points and potential openings. This article looks at how these developments affect St James’s Place and its peers, and highlights 3 stocks from our UK Asset Management and...