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  • Wealth transfer is priority since Budget pension proposals

    Advisers and clients have become more concerned about wealth transfer since the Government’s proposals in the Autumn Budget to include unused pension assets in the estate for inheritance tax.

  • Wealth transfer as important as estate planning to clients

    Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, a new study reveals.

  • Zurich logo

    Financial advisers miss out on £1.2 trillion wealth transfer market 

  • Zurich's Alistair Wilson

    Platform adds inter-generational wealth transfer options

  • The Openwork Partnership's website

    Older generation set to transfer £293bn of wealth

  • Most people struggle to discuss inheritance with their children

    78% have no estate planning in place

  • Victoria Ross, Chartered Financial Planner at Progeny

    Planners need to engage better with younger clients - Progeny

  • Scott Palmer, Chartered Financial Planner at Walker Crips

    Why Planners should include 'family' IHT reviews

  • The Saltus Wealth Index surveyed over 1,000 investors in the UK with assets over £250,000.

    Clients keeping family in dark on wealth transfer

  • The latest IHT figures were published by HMRC this morning

    IHT receipts leap as wealth transfer rates increase

  • The latest figures from the Treasury show a sustained rise in IHT receipts

    IHT receipts rise over 16% in one year to £5bn

  • HMRC IHT receipts by month

    IHT receipts hit new record high

  • The research was carried out for Oxford Risk

    Planners' wealth transfer headache - report

  • Canada Life's offices

    Surge in trust registrations expected ahead of deadline

  • The survey was conducted by Octopus Investments

    Only 1 in 10 Planners expect to retain assets on wealth transfer

  • M&G Wealth surveyed 201 financial advisers in February

    Planners expect rise in wealth transfer advice

  • A third (32%) of baby boomers (aged 55-73) fear how the next generation will spend their inheritance

    9 in 10 advisers building cross-gen relationships

  • SJP logo

    Britons fear inflation will ravage wealth transfer

  • HMRC released the IHT data this morning

    Covid deaths fuel 17% rise in IHT-hit estates

  • Octopus website

    69% of advisers unprepared for £5.5trn wealth transfer

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