Inheritance

Best Practice | 26 Sep 22

‘They should contact family members of clients who might value support after a major inheritance’

Best Practice | 30 Jun 22

It will help individuals, family offices and advisers manage the complexities of cross-border planning

Companies | 3 Feb 22

Brits warned about ‘sacrificing’ standards of living in retirement for the next generation

Companies | 4 Jan 22

‘Complexities’ mean that couples ‘should be encouraged to start making considerations as early as possible’

Companies | 15 Dec 21

They plan to downsize and use inheritance to fund later life