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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’

Companies | 17 Nov 21

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

Companies | 27 Sep 21

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

Companies | 12 Aug 21

Family inheritance talks ‘still not happening enough’

One of the ‘worst situations’ is where clients are ‘vulnerable, bereaved and have no Will’

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.