Investment manager unveils estate planning service
Clients want ‘capital protection, steady returns, immediate IHT effectiveness and low costs’
Estate Planning
-
-
Estate planning headache for Brits in EU
Some countries will have different IHT rates according to beneficiaries’ relationship with the deceased
-
UK law firm boosts private wealth operation with merger
Deal is due to complete in April 2022
-
74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
-
Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’
-
UK law firm unveils wealth division
It will offer estate planning, probate and trust services
-
How to advise polygamous clients
The need for financial planning hits a whole new level when there is more than one spouse and family involved
-
Law firm sets up UK wealth management service
It will provide advice on a range of issues including succession planning and cross-border estates
-
78% of Brits over 60 do not have an estate plan in place
But 72% intend to pass assets to their children after they die
-
UK woman wins battle over mother’s £4.9m international estate
‘Case is a cautionary tale’ as brother ordered by court to pay back £1.7m
-
What options do diverse families have when estate planning?
Their situation is ‘likely to be more complex and with more issues to consider’
-
UK wealth firm boosts estate planning offering with legal arm
Company aims to become ‘one-stop shop for protecting families’ futures’