Estate planning

Full certification programme to follow

A quarter of planning firms flag this, Saltus research finds

‘It has shifted the timing and focus of conversations’

Grows headcount by around a third

To help advisers deal with the £7trn great wealth transfer

Hit £7.7bn for year to February

Under pressure to file necessary paperwork with tight deadlines

Latest IFA research from Fidelity

Later life lending increasingly entering advisers’ intergenerational planning discussions

Growing interest in IPOs and a surge in pension fund interest put UK small-caps on course for strong growth.