Inheritance
Best Practice | 8 Dec 21
Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’
Just half of Brits would split wealth equally among children
‘Where there’s a Will, there’s a war’ as brothers and sisters draw battle lines
Record number of inheritance disputes in UK
Financial strain of covid has motivated some people to ‘seek a fair share’
Best Practice | 10 Sep 21
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
Family inheritance talks ‘still not happening enough’
One of the ‘worst situations’ is where clients are ‘vulnerable, bereaved and have no Will’