Almost a third of adults are planning to use inheritance to fund their retirement despite 23% being unaware of the Inheritance Tax (IHT) charge if assets are over £275,000, claims investment manager Brewin Dolphin Securities.
Results of its second annual National Inheritance Survey reveal 27% of those expecting an inheritance are relying on it to fund their retirement, with 60% of these claiming a collapse in pension expectations...
More than 8,000 investment fraud reports have been made so far this year, more than double the amount in the same period last year, a Freedom of Information request has revealed.
Likely to fall again before year end
To protect the interests of clients and shareholders
'Will engage savers'
The Pro Adviser Podcast
Following Bailey's BoE role