Just 1 in 3 over-55s have started estate planning
- Wednesday, 24 January 2024
- Articles
Two thirds (62%) of over-55s have never taken any financial or legal advice on estate planning, according to a new report.
Read more...Planners react as IHT receipts rise £300m
- Thursday, 21 September 2023
- Articles
Inheritance Tax Receipts increased £300m year-on-year to £3.2bn in the five months from April to August, according to the latest data released today by HMRC.
Read more...IHT bills for taxpayers continue to climb
- Wednesday, 21 June 2023
- Articles
Inheritance tax receipts hit £1.2bn in April and May, a £100m rise year-on-year, according to figures released by HMRC this morning.
Read more...Casebook: Estate planning following a shock bereavement
- Thursday, 17 November 2022
- Articles
Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.
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