Estate planning: The opportunities

Helen Morrissey’s article in the April issue of Retirement Planner asked what challenges advisers face when giving estate planning advice. Her findings reflect the experience and research of Canada Life. The first question was whether advisers dealt with estate planning issues. It was gratifying that the vast majority (80%) said they did. Because who else would a client turn to? Solicitors and accountants are experts in their particular fields, but may sometimes lack in depth knowledge of the range of sophisticated IHT packaged products available. Estate planning is a true professi...