Advised clients using equity release to pass on wealth
- Wednesday, 21 December 2022
- Articles
Half (46%) of advised clients using equity release are using property wealth to gift an early inheritance to family, according to a new report.
Read more...IHT receipts rise 12% to £2.9bn
- Wednesday, 21 September 2022
- Articles
Inheritance tax (IHT) receipts for April to August rose 12% year on year to £2.9bn, according to new data this morning from HMRC.
Read more...6 in 10 advisers expect Financial Planning demand to grow
- Tuesday, 23 August 2022
- Articles
Close to six in ten (58%) of IFAs expect the number of people seeking financial advice to increase over the next five years, according to a new report.
Read more...Only 1 in 10 Planners expect to retain assets on wealth transfer
- Monday, 16 May 2022
- Articles
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
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