Estate planning confusion causing elders to reconsider advice

'The Autumn Budget has caused confusion'

Sahar Nazir
clock • 2 min read

Confusion around estate planning is driving older adults to consider or reconsider advice, according to Boring Money CEO Holly Mackay.

Boring Money's survey which was released yesterday (5 November), found that the Autumn Budget has increased consumer appetite for financial advice. MacKay said the Budget has caused confusion, particularly for those over the age of 75, "who do not have a Plan B". "People's plans are now up in the air," she told Professional Adviser. MacKay suggested that this feeling of instability is fuelling interest in professional advice, with consumers seeking clarity on estate planning and tax-efficient investment strategies. One of the Budget's least popular proposals, according to the su...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

OBR leak 'embarrassing' as Selby calls for pension stability after Autumn Budget

OBR leak 'embarrassing' as Selby calls for pension stability after Autumn Budget

AJ Bell’s Tom Selby joins Sahar Nazir in the studio to unpack the Budget

Sahar Nazir
clock 28 November 2025 • 1 min read
Andrew Goodwin: Advisers shouldn't have to be told to improve

Andrew Goodwin: Advisers shouldn't have to be told to improve

'The fact is that nobody stays ahead of the curve by standing still'

Andrew Goodwin
clock 28 November 2025 • 4 min read
Treasury Committee chair welcomes plan to replace Lifetime ISA

Treasury Committee chair welcomes plan to replace Lifetime ISA

LISA is ‘too complex'

Sahar Nazir
clock 28 November 2025 • 2 min read