Planners question 1 in 4 client gifting wishes

Financial Planners felt obliged to challenge one in four clients wishing to gift money to children, according to a new report.


Equity release referrals surge 30%, new data shows

New research has revealed a 30% surge in equity release referrals as a wider range of intermediaries seek advice for their clients on accessing property wealth.


Father’s Day poll shows extent of financial help dads provide

A new poll has shown that more than half of dads and granddads dig deep to provide a safety net for adult offspring. 


Overgenerous grandparents risk leaving themselves short

Parents and grandparents who gift money to their grown-up children and grandchildren risk compromising their own standard of living by being too generous, according to a new study by Investec Wealth & Investment. Read more...

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