Tax-efficient investing is not disappearing, but it is changing.
Those who understand this evolving landscape, select providers carefully, and engage clients early will be best placed to add value in a more complex planning environment. As 2026 begins, tax-efficient investing looks less like a niche and more like a core part of modern wealth and estate planning.
Explore how the role of tax-efficient investing continues to evolve in our 2026 Tax-Efficient Investment Insight.
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