We would like to invite you to participate in STEP’s new global research survey that seeks to gather insight into, and evidence of, people’s evolving attitudes to wealth and taxation.
Through this research, we hope to establish some of the behavioural trends of clients and consider how these might inform future approaches to wealth and associated planning.
Your insights will help shape a comprehensive understanding of whether and how clients’ approaches to wealth planning, tax, inheritance, and social responsibility and philanthropy are shifting. The findings will provide a deeper understanding of emerging trends and help you to ensure that your practice remains aligned with client expectations.
We would greatly appreciate it if you could take 15 minutes to input into this research by providing your feedback and experiences. Please feel free to share the survey link with colleagues: https://eu.surveymonkey.com/r/attitudestowealth.
It is open to non-member advisors as well and the participation deadline is 13 November 2024
Emily Deane TEP, Technical Counsel & Head of Government Affairs at STEP
