Wealth management as a line of service for the SMP

Practitioners have for a long time been a main supplier of advice and assistance to individuals and families in respect of asset maintenance, capital taxation and estate planning. The passage of time has seen other professionals move into this area of service especially those with STEP qualifications.

My question is whether we as a profession are doing enough to tell the world about our abilities in this respect and to wonder whether or not our training and experience needs to be enhanced to underline why we, as chartered accountants are best placed to service the special needs of the community in this respect.