Estate Planning
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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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The rise of the sandwich generation client
Intergenerational planning is coming under pressure as a growing cohort of clients is being pulled in two directions at once, supporting ageing…
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The pitfalls of a DIY will: a decade to settle Sean Hughes’ estate
Each month in the UK, there are more than 6,000 Google searches* by people looking for information about writing their own will,…
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Preparing for tomorrow: the role of trusts in ‘The Great Wealth Transfer’
More wealth than ever before is expected to pass from older generations to younger ones over the coming years in what has…
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Part 3: Pension planning in a post-lifetime allowance world | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the third and final instalment in a 3-part mini series on the new tax…
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Part 2: Inheritance tax planning in a world of frozen thresholds | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the second in a 3-part mini series on the new tax year. This second…
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