Financing planning scenarios for estate planning
Triple Point’s Diana French on how advisers are using Business Relief in their regular financial planning
Estate Planning
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Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
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Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
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Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
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57% of HNW Brits not comfortable talking money with next gen
But an overwhelming majority plan to pass down their wealth to their children
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Withers invests in digital estate planning platform
Law firm will initially offer the service to clients in the UK before rolling it out in other markets
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UK financial advice firm unveils legal arm
To address client needs without having to outsource to third-party providers
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Financial services firm buys Scottish rival
Both companies have wealth management and private client offerings
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How estate planning solutions can tackle rising IHT bills
Diversification is a ‘key tool for advisers to protect the long-term health of clients’ savings’
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Most HNWs in Middle East have no succession plan
Just 24% have a strategy in place to pass on their family business
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How to incorporate sustainability in estate planning
Taking care of IHT liabilities should not be the only goal
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Investment manager unveils estate planning service
Clients want ‘capital protection, steady returns, immediate IHT effectiveness and low costs’