7 in 10 over 50s fail to take IHT advice

Wednesday, 10 November 2021
Articles
Visible Capital said the survey shows there are “clear opportunities” for Financial Planners who can offer inheritance tax planning services.

Almost 7 in 10 (69%) of over-50s have not taken inheritance tax (IHT) advice, despite many holding assets over the nil rate band.

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8 in 10 over-50s shun robo-advice

Thursday, 04 November 2021
Articles
Over-50s show a preference for human advice

Robo-advisers will have a hard time cracking the over-50s market with most in this demographic likely to reject an online-only automated service, according to new research.

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