Just 1 in 3 over-55s have started estate planning

Two thirds (62%) of over-55s have never taken any financial or legal advice on estate planning, according to a new report.

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Planners react as IHT receipts rise £300m

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.

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IHT bills for taxpayers continue to climb

Inheritance tax receipts hit £1.2bn in April and May, a £100m rise year-on-year, according to figures released by HMRC this morning.

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Casebook: Estate planning following a shock bereavement

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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