Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
Quilter
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Poor pension freedom knowledge opens door for advisers
Firms could ‘reap rewards’ if they endorse inheritance tax incentives to new prospects
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Invisible illnesses have huge impact on financial planning
Talking about medical problems is crucial when it comes choosing protection products
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Financial advice snubbed in £3.2bn pension withdrawals
‘One false move in regard to their pension could find people suffering a financially insecure retirement’
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Old Mutual International pursues UAE licence
The insurer is already regulated by the Dubai Financial Services Authority (DFSA)
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Beneficiaries in ‘dark’ over IHT liability issues
Prudential UK surveyed over 900 financial advisers and found clients are unaware of IHT exemptions
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One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
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Brits unaware of who will benefit from their retirement policy
Most believe that a will is sufficient, but pensions are not part of a person’s estate
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IHT and wealth firmly in taxman’s crosshairs
Inheritance and capital gains tax receipts rising at faster pace than income and spending revenues
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Quilter’s gender pay gap ‘more to be done’
Senior management still populated by men, while junior roles filled by women
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Quilter acquisition to bring onboard 200 restricted planners
Managing director of Quilter Private Client Advisers confirmed
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Women consume financial services differently
Apps trump financial advisers for female investors