One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.
High net worth women are much less engaged than HNW men when it comes to conversations with their financial advisers, according to a new study published to coincide with Financial Planning Week which launches today (Monday 27 Jan).
Over two thirds (67%) of high-net-worth (HNW) women have seen their net worth increase when divorcing their partners, according to a new report.
Pension advice requests are dominating advisers' inboxes, with 9 out of 10 new requests from clients including retirement planning questions, according to a new report.
Inheritance tax (IHT) receipts are on course to be around 40% higher than three years ago following the first seven months of official data for the current tax year.
A quarter (26%) of investors didn’t understand the changes made by the Chancellor in the Autumn Statement, according to research published today.
Nearly three in 10 (28%) of over-60s with over £200,000 in investable assets or household income have failed to ring-fence money to fund later life care they may need, a new report says.
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