Inheritance
UK adults underwhelmed by their inheritance
SunLife found average sum passed down was just under £75,000
Court case victory for widow ‘at the mercy of trustees’
She was denied money from her late husband’s £30m estate to pay for medical expenses
Five million UK adults playing ‘inheritance roulette’
Canada Life found 15% of Brits aged between 16 and 54 revised plans based on what they expect to get
Inheritance – one of the last ‘taboo’ topics
Only 24% of UK parents have openly discussed planning matters with their children
Lost insurance and pension schemes earmarked for charity
Calls to expand reach of dormant asset initiative to investments and other financial products