Advisers urgently need to get clients IHT planning
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.
Life insurance questioned
Almost half (46%) of respondents said they would never take out life insurance as part of their estate planning.
Nearly three quarters (72%) said they didn’t see a need to use life insurance.
Tags: Canada Life | Estate Planning | IHT
