IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
An increase of 10.8% on the same period between 2023 to 2024
Triple Point’s Diana French on how advisers are using Business Relief in their regular financial planning
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
Comprising of a team of multilingual financial advisers
As 19% of Brits over 60 say they have never spoken to their children about their finances
But an overwhelming majority plan to pass down their wealth to their children
Law firm will initially offer the service to clients in the UK before rolling it out in other markets
To address client needs without having to outsource to third-party providers
Both companies have wealth management and private client offerings
Diversification is a ‘key tool for advisers to protect the long-term health of clients’ savings’
Just 24% have a strategy in place to pass on their family business
Taking care of IHT liabilities should not be the only goal