With the average age for inheritance now at 61, individuals face the dual challenge of using their inheritance wisely, while also preparing for their own retirement and later life.
Professional Adviser is pleased to announce the launch of a new content portal in association with Quilter Cheviot, aimed at helping financial advisers guide their clients through £7tn of transfer opportunities and challenges.
This content portal is essential reading for financial advisers, with resources focused on:
- Estate planning with Family Investment Companies - David Denton, Head of Technical, Quilter Cheviot on how Family Investment Companies can offer high-net-worth families a tax-efficient, controlled approach to transferring wealth across generations
- Planning ahead: Pensions and inheritance tax - looking at how upcoming pension changes will reshape inheritance tax planning and the practical steps advisers can take now to help clients reduce future liabilities
- How can post-mortem tax planning preserve benefits?
- Optimising real estate capital gains on death
Access the portal now, and be the first to be informed when new content is live by completing the form below.
