Inheritance planning is still the "elephant in the room" for clients and advisers despite the continuing rise in IHT receipts, the annual Cicero Inheritance Tax and Estate Planning report has suggested.
The research, supported by Octopus Investments, concluded estate planning continued to be a missed opportunity for many financial advice firms. According to the research, a growing proportion of advised...
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'