Covid deaths fuel 17% rise in IHT-hit estates

In the 2020/21 tax year the number of estates paying inheritance tax rose 17% year-on-year with pandemic deaths a factor in the growth, according to data released today by HMRC.

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Britons fear inflation will ravage wealth transfer

Inflation is a worry for two in five older people who plan to pass on £50,000 or more in wealth to loved ones in their lifetime, according to new research.

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9 in 10 advisers building cross-gen relationships

Almost nine in ten (87%) advisers have built a relationship with their clients’ children or grandchildren, according to a new report from Abrdn.

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Planners expect rise in wealth transfer advice

Three in four Financial Planners (71%) expect the demand for wealth transfer advice to increase in the next three years, according to a new report.

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