78% have no estate planning in place

A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.


4 in 10 adults plan 'significant' lifetime gifts

One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.


Sharp decline in clients looking to pass on wealth

Smaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.


Planner Casebook: Fixing problems with a windfall inheritance

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.

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