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  • FCA fines Santander £32.8m for failings on estates

    FCA logo
  • Planner launches financial and estate planning “missing link”

    Jason Butler, principal of Generation Next
  • 78% have no estate planning in place

    Most people struggle to discuss inheritance with their children
  • Digital estate planning service for Planners launches

    The new digital service aims to help Financial Planners play a key role in clients' estate planning and intergenerational wealth transfer
  • Just 1 in 10 parents have sorted out estate planning

    The research came from the LV= Wealth and Wellbeing Monitor
  • Planners react: IHT receipts reach £6.1bn

    HMRC released the latest IHT receipts data this morning
  • IHT receipts rise 12% to £2.9bn

    HMRC released the latest inheritance tax statistics this morning
  • Estates shrink because of cost of living crisis

    A third said they couldn't cover the cost of a funeral
  • Casebook: Estate planning following a shock bereavement

    The client, a successful lawyer, wanted to spend more time cycling after recently retiring and suffering family loss
  • IHT bills for taxpayers continue to climb

    HMRC released the latest IHT figures this morning
  • Planners react as IHT receipts rise £300m

    HMRC released the latest IHT data this morning
  • Just 1 in 3 over-55s have started estate planning

    Will Hale, CEO at Key

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