Just 1 in 10 parents have sorted out estate planning
- Monday, 14 March 2022
- Articles
Only 13% of British parents have consulted a financial adviser about the best way to pass on their wealth.
Read more...PFS Festival of Financial Planning to return
- Monday, 17 January 2022
- Articles
The Personal Finance Society is to focus on the challenges posed by intergenerational wealth transfer as it plans a return to a full programme of face-to-face events in 2022.
Read more...Clients keeping family in dark on wealth transfer
- Thursday, 09 December 2021
- Articles
People with assets of over £250,000 are more likely to discuss their plans for passing on wealth with an adviser than their families, according to new research.
Read more...Planners say demand for inter-generational advice is booming
- Thursday, 14 October 2021
- Articles
Nearly 9 in 10 Financial Planners expect demand for inter-generational advice to grow over the next 5 years, according to new research.
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