BR Report 2019

4 5 CONTENTS INTRODUCTION 03 FOREWORD 06 OPENING STATEMENT 07 REPORT OVERVIEW 08 EXECUTIVE SUMMARY 09 KEY FINDINGS MARKET RESEARCH 42 ADVISER SURVEY ANALYSIS 46 ADVISER ROUNDTABLE 50 INDUSTRY DEBATE MARKET UPDATE 11 IHT STATISTICS 14 BR WITHIN THE IHT CONTEXT 16 COMPLIANCE CONSIDERATIONS 18 SECTOR ANALYSIS BR SOLUTIONS 55 BR SOLUTIONS 61 PROVIDER COMPARISON 65 PROVIDER DIRECTORY CONSIDERATIONS FOR INVESTMENT 24 AIM 30 SECTOR FOCUS 36 BR AND PROBATE FEES 37 LATER LIFE TRENDS CONCLUSIONS 67 REPORT CONCLUSIONS 68 BR SWOT ANALYSIS 69 APPENDIX 70 CPD AND FEEDBACK Intelligent Partnership is committed to the very highest professional standards as embodied by its accreditation and membership to these industry associations. FSC is a non-profit international organisation established to promote the responsible management of the world’s forests. Products carrying the FSC label are independently certified to ensure consumers that they come from for- ests that are managed to meet the social, economic and ecological needs of present and future generations, and other controlled sources. * Please note: unless otherwise stated, all charts and graphs have been provided by Intelligent Partnership 2019