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...
Staying invested could prove lucrative
Consider lasting powers of attorney
Less environment, more governance threatens to undermine firms' green credentials
Evidence your compliance