Wealth Transfer
Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
Lack of financial advice causing legal headaches
Bad IHT planning can lead to unnecessary tax charges, family disputes and legal costs
Financial planning | 14 Nov 18
Gulf clients are ‘poorly prepared’ for wealth transfer
Report finds only 6% of respondents believe family businesses will make it to the third generation