We invite you to participate in our 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 respond by 13 November 2024.
PLEASE NOTE: You do not have to be an expert to contribute; we want to hear about the day-to-day experiences of practitioners globally. If there are areas where you feel unable to respond, just skip questions or indicate as such.
We will only report overall findings. Individual responses will be treated as confidential and stored securely. We will only report fully anonymised responses and quotes.