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  • Planners need to engage better with younger clients - Progeny

    Victoria Ross, Chartered Financial Planner at Progeny

  • Why Planners should include 'family' IHT reviews

    Scott Palmer, Chartered Financial Planner at Walker Crips

  • 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

  • Family wealth 'at risk' for next generation - SJP

    Alex Loydon spoke exclusively to Financial Planning Today about intergenerational wealth transfer

  • Planners say demand for inter-generational advice is booming

    Over half (54%) of Financial Planners surveyed by analyst firm AKG said demand for intergenerational planning has grown

  • Clients keeping family in dark on wealth transfer

    The Saltus Wealth Index surveyed over 1,000 investors in the UK with assets over £250,000.

  • PFS Festival of Financial Planning to return

    Sarah Lord, President of the PFS

  • Just 1 in 10 parents have sorted out estate planning

    The research came from the LV= Wealth and Wellbeing Monitor

  • Planners' wealth transfer headache - report

    The research was carried out for Oxford Risk

  • 6 in 10 advisers report clients updating trusts

    Steven Cameron, pensions director at Aegon

  • Time launches Planner IHT hub

    Time Investments website

  • 72% of Britons risk pension beneficiary delays

    Among those aged 55 and over surveyed by Canada Life, 71% had not completed an expression of wish form.

  • Third of families share financial adviser

    The research was carried out on behalf of M&G Wealth

  • Planners react: IHT receipts reach £6.1bn

    HMRC released the latest IHT receipts data this morning

  • Advisers frustrated by provider expression of wish process

    Curtis Banks polled 92 financial advisers during a webinar on 1 March.

  • 32,000 families reclaim overpaid IHT

    Sean McCann, Chartered Financial Planner at NFU Mutual

  • Only 1 in 10 Planners expect to retain assets on wealth transfer

    The survey was conducted by Octopus Investments

  • 6 in 10 advisers expect Financial Planning demand to grow

    Jackie Boylan, head of Fidelity Adviser Solutions

  • IHT receipts rise 12% to £2.9bn

    HMRC released the latest inheritance tax statistics this morning

  • Advised clients using equity release to pass on wealth

    The cost-of-living crisis was another driver of advised clients turning to equity release.

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