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.
Family favourites
Most people intend to leave their wealth to a spouse (60%) and/or descendants (59%). While 29% would also leave an inheritance to other younger relatives, for example, nieces, nephews or grandchildren and 17% would leave money to charity.
Tags: Canada Life | Estate Planning | IHT
