Estate planning: What are the challenges?

clock • 4 min read

Fiona Murphy asks advisers what issues they encounter when advising clients about estate planning

Will-writing week has reached its fourth year but consumers are still indifferent. Recently, adviser website Unbiased hit the headlines revealing over half of people have not made a will. So we wanted to know whether advisers were seeing the same inertia across the whole estate planning arena. We asked IFAs to divulge their experiences with estate planning in this month's Retirement Planner Inquiry. First we asked about levels of awareness among clients of the importance of estate planning. Half (48%) said there is some level of awareness, two-fifths (39%) said little awareness, a ten...

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