4 in 10 adults plan 'significant' lifetime gifts
- Thursday, 24 December 2020
- Articles
One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.
Read more...'Fundamental' shift in clients' financial plans - IFA survey
- Monday, 16 November 2020
- Articles
Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.
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