Inheritance
67% of women aged 41-55 believe they will never retire
As 41% of Brits say finances are impacting their mental wellbeing
75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
Rishi Sunak to reportedly scrap inheritance tax
As the Conservative Party looks to entice voters ahead of the general election
Nearly 50% of Brits haven’t spoken to advisers about inheritance tax
With 60% not knowing how much money they could leave their loved ones before IHT is incurred
Advisers missing out on benefits of intergenerational planning
As only 30% say they have discussions with clients’ children