78% have no estate planning in place
- Monday, 10 May 2021
- Articles
A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.
Read more...4 in 10 adults plan 'significant' lifetime gifts
- Thursday, 24 December 2020
- Articles
One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.
Read more...Sharp decline in clients looking to pass on wealth
- Tuesday, 22 September 2020
- Articles
Smaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.
Read more...Planner Casebook: Fixing problems with a windfall inheritance
- Tuesday, 10 March 2020
- Articles
Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.
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