Too much IHT red tape says influential report

The Office of Tax Simplification has criticised the number of forms required to deal with Inheritance Tax, calling the process “complex and old fashioned.”

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Financial advisers miss out on £1.2 trillion wealth transfer market 

Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.

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58% of UK adults failing to write a Will

A survey of 6,000 UK adults by national Financial Planner and wealth manager Tilney has uncovered that 58 out of every 100 British adults has no Will.

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Financial Planner backs Govt consultation on trusts

Financial Planning firm Quilter has cautiously welcomed a Government consultation on the way trusts are taxed.

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