Canada Life
Best Practice | 20 Mar 19
Poor pension freedom knowledge opens door for advisers
Firms could ‘reap rewards’ if they endorse inheritance tax incentives to new prospects
Best Practice | 15 Mar 19
Top international queries from financial advisers
Inheritance tax, property trusts, moving abroad and chargeable gains questions are among the most common
Beneficiaries in ‘dark’ over IHT liability issues
Prudential UK surveyed over 900 financial advisers and found clients are unaware of IHT exemptions
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
Brits perplexed by property inheritance tax
Alarm raised over ‘IHT ignorance’, with little indication this will improve ‘any time soon’