Just 1 in 3 over-55s have started estate planning
- Wednesday, 24 January 2024
- Articles
Two thirds (62%) of over-55s have never taken any financial or legal advice on estate planning, according to a new report.
Read more...Advised clients using equity release to pass on wealth
- Wednesday, 21 December 2022
- Articles
Half (46%) of advised clients using equity release are using property wealth to gift an early inheritance to family, according to a new report.
Read more...Call for tax incentives to boost pre-inheritance payments
- Tuesday, 09 November 2021
- Articles
Almost half (45%) of over-55s think that making family wait until after their death for an inheritance payout is wrong.
Read more...Quarter of 2021 retirees quitting jobs earlier than planned
- Thursday, 30 September 2021
- Articles
Almost a quarter (24%) of those retiring this year are quitting work earlier than intended due to the impact of the Coronavirus pandemic, according to a new report.
Read more...