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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Financial advisers miss out on £1.2 trillion wealth transfer market 

Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.

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Financial Planner's research lays bare public opposition to IHT

New research by Financial Planner and wealth manager Tilney has shown the depth of public disdain for death duties.

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Over-55s worry children will ‘squander’ inheritance

Nearly half (48%) of those planning to leave an inheritance to the younger generation are concerned about how they will use the money, according to a report by Sanlam UK.

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