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.
Market opportunity
Just a quarter of survey respondents have already sought financial advice for estate planning, many respondents were open to the idea of seeking advice in future.
While the majority (51%), would seek advice from a financial adviser, followed by a solicitor (34%); more than a quarter would rely on the internet or their own research (28%). Almost one in 10 (8%) would not seek advice for inheritance tax planning from anyone.
Tags: Canada Life | Estate Planning | IHT
