Inheritance tax (IHT) planning is a massively important area for advisers to keep on top of. Here, PA outlines seven key ways to help clients limit their tax bills
Close to 800,000 homes in Britain are now worth at least a million pounds meaning their owners could face potential IHT liability on death. Here, Wealth Club outlines seven key points to share with clients...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'