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  • Under-45 investors want their investments to benefit society

    Sanlam website

  • Inheritance taboo costs £80k in unnecessary tax

    Charles Stanley

  • Wealth planning ‘a broken industry’ expert tells conference

    Philip Marcovici

  • Families with ‘multi-retired generations’ to double to 1.2m

    Claire Trott of SJP

  • Editor’s Comment: Why millennials have a problem with Planners

    Editor Kevin O'Donnell

  • Planner Casebook: Fixing problems with a windfall inheritance

    Helping a couple with inheritance challenges

  • Sharp decline in clients looking to pass on wealth

    Steven Cameron, pensions director at Aegon

  • 4 in 10 adults plan 'significant' lifetime gifts

    Lifetime giving is becoming more popular

  • 78% have no estate planning in place

    Most people struggle to discuss inheritance with their children

  • Third of inheritances used to fund retirement planning

    Less than half (45%) of those surveyed by Fidelity International for the report had taken some form of investment advice

  • 11.6m received inheritance in past 10 years 

    Parents are most likely to leave an inheritance

  • Call for tax incentives to boost pre-inheritance payments

    Will Hale, CEO at Key

  • 7 in 10 over 50s fail to take IHT advice

    Visible Capital said the survey shows there are “clear opportunities” for Financial Planners who can offer inheritance tax planning services.

  • 2 in 5 banking on inheritance to fund retirement

    The percentage of those relying on an inheritance peaked in the years before retirement

  • Crisis forcing parents to bring forward wealth transfer plans

    Piggy bank and calculator

  • Kingswood bolsters estate planning offer  

    Kingwood website

  • Families failing to discuss inheritance plans

    Couple with adviser

  • 1 in 3 want to leave pension pot to family

    Many savers want to pass on their wealth but it can be a complex business

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