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.
No will
Just 27% of survey respondents over the age of 45 have sought professional advice on IHT planning with many not even having a will, even though 43% of respondents expected to leave an inheritance of over £500,000.
Tags: Canada Life | Estate Planning | IHT
