Publications are no longer accredited as of 21 September 2023

There’s no denying that there has been a tectonic shift in attitudes in the last couple of years and, in some areas, received wisdom has been swept away when necessity required it. Covid-19 has, of course, been the driver and it has left a legacy by pricking the collective conscience where health and wealth inequalities are concerned and lifting the veil on how mass collaboration really can enact real
and rapid change when there are no other options. This has certainly helped to push up public awareness of environmental issues and brought with it the inextricably linked social and governance concerns that form the ESG triumvirate. The urgent and costly imperative for huge changes in the way we live to address climate change and investor pressure have made this an agenda financial advisers simply cannot ignore, and in fact, should be embracing. This guide gives them the ‘why’ and ‘how’, with a particular focus on how that looks in tax-advantaged investments, with practical tips, case studies, regulatory and due diligence pointers.

You can claim up to 4 hours CPD for reading the guide and it is free to access here.

Download your free copy