• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Sanlam website

    Under-45 investors want their investments to benefit society

  • Charles Stanley

    Inheritance taboo costs £80k in unnecessary tax

  • Philip Marcovici

    Wealth planning ‘a broken industry’ expert tells conference

  • Claire Trott of SJP

    Families with ‘multi-retired generations’ to double to 1.2m

  • Editor Kevin O'Donnell

    Editor’s Comment: Why millennials have a problem with Planners

  • Helping a couple with inheritance challenges

    Planner Casebook: Fixing problems with a windfall inheritance

  • Steven Cameron, pensions director at Aegon

    Sharp decline in clients looking to pass on wealth

  • Lifetime giving is becoming more popular

    4 in 10 adults plan 'significant' lifetime gifts

  • Most people struggle to discuss inheritance with their children

    78% have no estate planning in place

  • Less than half (45%) of those surveyed by Fidelity International for the report had taken some form of investment advice

    Third of inheritances used to fund retirement planning

  • Parents are most likely to leave an inheritance

    11.6m received inheritance in past 10 years 

  • Will Hale, CEO at Key

    Call for tax incentives to boost pre-inheritance payments

  • Visible Capital said the survey shows there are “clear opportunities” for Financial Planners who can offer inheritance tax planning services.

    7 in 10 over 50s fail to take IHT advice

  • The percentage of those relying on an inheritance peaked in the years before retirement

    2 in 5 banking on inheritance to fund retirement

  • Piggy bank and calculator

    Crisis forcing parents to bring forward wealth transfer plans

  • Kingwood website

    Kingswood bolsters estate planning offer  

  • Couple with adviser

    Families failing to discuss inheritance plans

  • Many savers want to pass on their wealth but it can be a complex business

    1 in 3 want to leave pension pot to family

Page 2 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2024 Financial Planning Today. All Rights Reserved.