Cashflow model firm created by planners launches IHT tool

A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator.

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Financial Planner: Pension becoming new family heirloom

The pension is effectively becoming the new family heirloom, a Chartered Financial Planner says, as younger generations look to inherit cash rather than things.

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More families tackle inheritance taboo but nearly half still avoid

More families are tackling the inheritance taboo but nearly half still avoid the difficult conversation.

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1 in 3 grandparents sceptical children will pass on inheritance

New research has found that the vast majority of grandparents want to leave their grandchildren a legacy and most want to ring-fence the money but they do no trust their children to pass on the money to their grandchildren.

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