Wealth planning ‘a broken industry’ expert tells conference

A private wealth management expert has said he believes that the wealth management industry is “broken.”

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Inheritance taboo costs £80k in unnecessary tax

Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.

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Under-45 investors want their investments to benefit society

A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.

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Thousands paying tax needlessly on inherited ISA cash

Thousands of bereaved partners could be paying tax unnecessarily on ISA savings they inherit from loved ones, platform provider Zurich has warned.

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