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  • Wealth transfer is priority since Budget pension proposals

    Advisers and clients have become more concerned about wealth transfer since the Government’s proposals in the Autumn Budget to include unused pension assets in the estate for inheritance tax.

  • Wealth transfer as important as estate planning to clients

    Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, a new study reveals.

  • Financial advisers miss out on £1.2 trillion wealth transfer market 

    Zurich logo
  • Platform adds inter-generational wealth transfer options

    Zurich's Alistair Wilson
  • Older generation set to transfer £293bn of wealth

    The Openwork Partnership's website
  • 78% have no estate planning in place

    Most people struggle to discuss inheritance with their children
  • 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
  • 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.
  • IHT receipts leap as wealth transfer rates increase

    The latest IHT figures were published by HMRC this morning
  • IHT receipts rise over 16% in one year to £5bn

    The latest figures from the Treasury show a sustained rise in IHT receipts
  • IHT receipts hit new record high

    HMRC IHT receipts by month
  • Planners' wealth transfer headache - report

    The research was carried out for Oxford Risk
  • Surge in trust registrations expected ahead of deadline

    Canada Life's offices
  • Only 1 in 10 Planners expect to retain assets on wealth transfer

    The survey was conducted by Octopus Investments
  • Planners expect rise in wealth transfer advice

    M&G Wealth surveyed 201 financial advisers in February
  • 9 in 10 advisers building cross-gen relationships

    A third (32%) of baby boomers (aged 55-73) fear how the next generation will spend their inheritance
  • Britons fear inflation will ravage wealth transfer

    SJP logo
  • Covid deaths fuel 17% rise in IHT-hit estates

    HMRC released the IHT data this morning
  • 69% of advisers unprepared for £5.5trn wealth transfer

    Octopus website

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