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
Quilter
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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
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Brits perplexed by property inheritance tax
Alarm raised over ‘IHT ignorance’, with little indication this will improve ‘any time soon’
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Millions in power of attorney fee refunds unclaimed
Less than a fifth of the £69m pot has been paid out
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Fraud centre reveals ‘shocking’ £197m losses for victims
Chameleon-like scammers are ‘adept at changing to present themselves as the genuine article’
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PEOPLE MOVES: Vanguard, Quilter, Brewin Dolphin
CIO change at Vanguard, UK wealth manager names CEO and retail client solutions director exits Quilter
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Double deal at Quilter Private Client Advisers
The acquisitions add around £130m in assets under advice
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IFAs must tackle taboo topics to help clients and themselves
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance