Advisers urgently need to get clients IHT planning
By , 20 Jan 17
Wealthy British residents over the age of 45 are forgetting or ignoring simple estate planning tools that could help them to pass on more of their estate to their families, according to Canada Life’s annual IHT survey.
Advice not sought
Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required, and opening up the prospect that their wealth could pass to relatives they did not intend to provide for under intestacy rules.
Tags: Canada Life | Estate Planning | IHT
