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  • Zurich logo

    Financial advisers miss out on £1.2 trillion wealth transfer market 

  • Zurich's Alistair Wilson

    Platform adds inter-generational wealth transfer options

  • The Openwork Partnership's website

    Older generation set to transfer £293bn of wealth

  • Most people struggle to discuss inheritance with their children

    78% have no estate planning in place

  • Victoria Ross, Chartered Financial Planner at Progeny

    Planners need to engage better with younger clients - Progeny

  • Scott Palmer, Chartered Financial Planner at Walker Crips

    Why Planners should include 'family' IHT reviews

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

    Clients keeping family in dark on wealth transfer

  • The latest IHT figures were published by HMRC this morning

    IHT receipts leap as wealth transfer rates increase

  • The latest figures from the Treasury show a sustained rise in IHT receipts

    IHT receipts rise over 16% in one year to £5bn

  • HMRC IHT receipts by month

    IHT receipts hit new record high

  • The research was carried out for Oxford Risk

    Planners' wealth transfer headache - report

  • Canada Life's offices

    Surge in trust registrations expected ahead of deadline

  • The survey was conducted by Octopus Investments

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

  • M&G Wealth surveyed 201 financial advisers in February

    Planners expect rise in wealth transfer advice

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

    9 in 10 advisers building cross-gen relationships

  • SJP logo

    Britons fear inflation will ravage wealth transfer

  • HMRC released the IHT data this morning

    Covid deaths fuel 17% rise in IHT-hit estates

  • Octopus website

    69% of advisers unprepared for £5.5trn wealth transfer

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