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Quilter

Quilter is a leading provider of financial advice, investments and wealth management, helping to create prosperity for the generations of today and tomorrow. The company manages over £99.6bn of assets, supporting our advisers and their clients as their financial requirements evolve throughout their lives. Quilter plc is Listed on the London and Johannesburg stock exchanges, featuring in the FTSE250 index of leading companies. Quilters purpose is to help create prosperity for the generations of today and tomorrow, striving to do this through supporting long-term advice-based relationships, delivering good investment management performance while maintaining consistently high-quality customer service.
Content from this contributor
Financial Advice
Pension death benefits and IHT: How prepared are you for the 2027 changes?
A structural rewrite of inheritance tax rules will treat unused pensions funds and death benefits as taxable estate assets for the first time, introducing notional valuations, scheme‑level liabilities,...
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Financial Advice
Why trust planning matters more than ever
Quilter’s Rachael Griffin reflects on a decade of the Lifestyle Trust and highlights the crucial role of trust planning in today’s shifting financial landscape.
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Financial Advice
The growing importance of lifetime gifting
As advisers prepare for the changes ahead, many are taking a closer look at how clients can use exemptions and structured gifting to keep wealth moving through the generations without triggering unnecessary...
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