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7 in 10 over 50s fail to take IHT advice

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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Call for tax incentives to boost pre-inheritance payments

Almost half (45%) of over-55s think that making family wait until after their death for an inheritance payout is wrong.

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11.6m received inheritance in past 10 years 

More than 11.6m people have received an inheritance in the past 10 years with 47 the average age at which people receive a windfall, new research has revealed.

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Third of inheritances used to fund retirement planning

Almost a third (32%) of those who have received an inheritance, of lifetime gift, or who expect to in the future plan to use the fund towards savings and their own retirement funding.

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