Two in three (63%) of Financial Planners have encountered family disputes whilst advising on estate planning, according to a new report.
Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.
More than nine in 10 Financial Planners (94%) have reported a rise in demand for IHT planning advice since the October Budget, according to a new report.
Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.
Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.
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