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.


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.


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.


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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