You know very well that, thanks to the Consumer Duty, the bar has been set higher for how well your recommendations meet your clients’ needs and objectives. For some of those in your client-base, this will probably mean looking outside your standard go-to solutions.
Indeed, there are certainly interesting new options emerging for:
1. High-earning clients looking to reduce their income tax bill
2. Clients looking for tax efficient means of transferring inter-generational wealth
3. Clients looking for the high growth potential of investing in AI
To help make your advice Consumer Duty compliant by considering all the possible routes to the best outcome for these categories of clients, take a look at the following article by Dominic Keen, Managing Partner of Britbots, a leading EIS fund manager.
Consumer Duty, Growth Strategies & EIS
To find about more about any of these themes why not set up a consultation with a member of the Britbots team or, alternatively, contact Dominic Keen directly at [email protected]
Fulfilling Consumer Duty with Capital Growth Strategies
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