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  • Victoria Ross, Chartered Financial Planner at Progeny

    Planners need to engage better with younger clients - Progeny

  • Scott Palmer, Chartered Financial Planner at Walker Crips

    Why Planners should include 'family' IHT reviews

  • The new digital service aims to help Financial Planners play a key role in clients' estate planning and intergenerational wealth transfer

    Digital estate planning service for Planners launches

  • Alex Loydon spoke exclusively to Financial Planning Today about intergenerational wealth transfer

    Family wealth 'at risk' for next generation - SJP

  • Over half (54%) of Financial Planners surveyed by analyst firm AKG said demand for intergenerational planning has grown

    Planners say demand for inter-generational advice is booming

  • The Saltus Wealth Index surveyed over 1,000 investors in the UK with assets over £250,000.

    Clients keeping family in dark on wealth transfer

  • Sarah Lord, President of the PFS

    PFS Festival of Financial Planning to return

  • The research came from the LV= Wealth and Wellbeing Monitor

    Just 1 in 10 parents have sorted out estate planning

  • The research was carried out for Oxford Risk

    Planners' wealth transfer headache - report

  • Steven Cameron, pensions director at Aegon

    6 in 10 advisers report clients updating trusts

  • Time Investments website

    Time launches Planner IHT hub

  • Among those aged 55 and over surveyed by Canada Life, 71% had not completed an expression of wish form.

    72% of Britons risk pension beneficiary delays

  • The research was carried out on behalf of M&G Wealth

    Third of families share financial adviser

  • HMRC released the latest IHT receipts data this morning

    Planners react: IHT receipts reach £6.1bn

  • Curtis Banks polled 92 financial advisers during a webinar on 1 March.

    Advisers frustrated by provider expression of wish process

  • Sean McCann, Chartered Financial Planner at NFU Mutual

    32,000 families reclaim overpaid IHT

  • The survey was conducted by Octopus Investments

    Only 1 in 10 Planners expect to retain assets on wealth transfer

  • Jackie Boylan, head of Fidelity Adviser Solutions

    6 in 10 advisers expect Financial Planning demand to grow

  • HMRC released the latest inheritance tax statistics this morning

    IHT receipts rise 12% to £2.9bn

  • The cost-of-living crisis was another driver of advised clients turning to equity release.

    Advised clients using equity release to pass on wealth

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