Royal London has added an estate planning tool to its adviser support suite to help advisers identify clients who may be affected by the addition of IHT on unused pensions.
Most over-55s say they will continue to pass on their wealth through their wills and estates planning after death despite a rising number of inheritance disputes and concerns about rising taxation, new study has revealed.
Octopus Legacy, Octopus Group's AI-driven estate planning business, has acquired the private client team from NewLaw Solicitors for an undisclosed sum.
Two in fiveadvisers (41%) have seen a increase in inheritance disputes within blended families, fuelled by a lack of communication, according to a new report.
A House of Lords committee report has warned that bringing pensions into the scope of inheritance tax (IHT) will cause ‘significant delays and costs’ under the currently proposed rules.
AJ Bell Investcentre has launched two new estate planning trusts, with a third to follow, to boost options for advisers involved in estate planning.
Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.
The House of Lords Finance Bill Sub-Committee has begun a consideration of government proposals to impose inheritance tax on pensions on death.
Three in four (75%) of those with estates of £5m or higher have already included a charitable gift in their estate planning, according to new research.
Two in three (63%) of Financial Planners have encountered family disputes whilst advising on estate planning, according to a new report.
Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.
More than nine in 10 Financial Planners (94%) have reported a rise in demand for IHT planning advice since the October Budget, according to a new report.
Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.
Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.
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