How to incorporate sustainability in estate planning
Taking care of IHT liabilities should not be the only goal
Taking care of IHT liabilities should not be the only goal
‘The need to take advice has never been more important’
£700m more than the previous 12 months and frozen bands mean it is set to go even higher
Wealth transfer presents a ‘unique opportunity’ for financial planners
Clients want ‘capital protection, steady returns, immediate IHT effectiveness and low costs’
More families will be ‘caught’ in the inheritance tax net due to allowance freeze
‘Many people who would not consider themselves wealthy will now face a hefty bill’
Law firm calls on government to make donations more tax-efficient
Savers aim to give around £12bn as a ‘living inheritance’ to children in 2022
Advice group explains how it will affect UK expats
As 61% of retirees accessed their pots without financial advice
Product will offer ‘significant estate planning benefits five years faster’ than other IHT solutions