Estate Planning
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Great wealth transfer is reshaping what investors want from advisers
With the first of 1.1 billion baby boomers1 reaching their 80th birthday this year, the advice business is ripe for disruption as beneficiaries decide…
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Pensions and inheritance tax: What’s changing from April 2027?
Tom Forrester, trainee financial planner at BRI Wealth Management, outlines the inheritance tax changes due to take effect from April 2027, when…
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Study reveals family office investment strategies shift as younger generations take a bigger role
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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Winning the next generation with trust, not technology
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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The shifting inheritance tax landscape has resulted in a notable uptick in anxiety
Inheritance tax receipts have continued their upward trajectory, with the latest data highlighting ongoing fiscal drag from frozen thresholds and upcoming reforms…
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Industry experts react to the latest IHT receipt data
Inheritance tax receipts have risen once more, with HM Revenue & Customs data showing that receipts for April 2025 to March 2026…
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Chesnara Life boosts adviser estate planning support
Chesnara Life (UK) Ltd is expanding its support for advisers as demand grows for estate planning solutions. It has enhanced its comprehensive Estate…
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Multigenerational planning is changing, and so is the advising world
Multigenerational planning is evolving, and advisers may need to rethink their approach. David Batchelor, founding partner of Wills & Trusts Partnership Ltd,…
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Families risk inheritance tax headache by not keeping a record of gifts | Canada Life
More than half (54%) of over 55s who have given a financial gift in the last seven years have not kept any…
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The 70% succession gap – why most wealth transitions aren’t ready
New research from BDO’s recently launched report, WealthAnalysis: A psychosocial study of trust in the lives of the wealthy, puts a precise…
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