Estate planning

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.

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients

‘Estate planning is immune and resilient to the economic environment'

The difficulty of discussing death with clients is a barrier

Useful tools for advisers looking to demonstrate tech savviness