Pandemic sparks rush to write a will

In the past 12 months, since the first lockdown, over a quarter (26%) of adults have written their will or taken action to update an existing will or get advice on wills.

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Pandemic alters equity release spending behaviour

The Coronavirus pandemic changed how customers used equity released from their homes in 2020, according to new research.

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6 in 10 planners expect growth in tax and estate advice

Nearly six in 10 Financial Planners (58%) expect demand to increase for tax and estate planning advice over the next five years, according to a new report.

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Editor’s Column: Yesterday’s client may not be tomorrow’s 

I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.

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