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  • 32,000 families reclaim overpaid IHT

    Sean McCann, Chartered Financial Planner at NFU Mutual
  • Only 1 in 10 Planners expect to retain assets on wealth transfer

    The survey was conducted by Octopus Investments
  • 6 in 10 advisers expect Financial Planning demand to grow

    Jackie Boylan, head of Fidelity Adviser Solutions
  • IHT receipts rise 12% to £2.9bn

    HMRC released the latest inheritance tax statistics this morning
  • Advised clients using equity release to pass on wealth

    The cost-of-living crisis was another driver of advised clients turning to equity release.
  • Property wealth dominates Southern IHT bills

    Stephen Lowe, group communications director at Just Group
  • 9 in 10 advisers building cross-gen relationships

    A third (32%) of baby boomers (aged 55-73) fear how the next generation will spend their inheritance
  • 1 in 4 advised clients funding adult children

    Funding adult children could dent the retirement standards of both the adult children and their parents
  • Only 1 in 3 advisers develop relationship with next generation

    HSBC's London HQ
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