Insights
Take a read of our insights for the latest news and developments in the world of estate planning.
August 27, 2024
The Future of Wealth is Female
By 2025, women are expected to control 60% of the UK’s wealth—learn why financial advisers must act now to engage and empower
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July 21, 2023
The Great Wealth Transfer – the risks and opportunities for Financial Advisers
Over the next 30 years, $38.8 trillion will be inherited in the UK, US and Europe, triggering the greatest transfer of wealth in h
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Blogs
See all BlogsNovember 21, 2024
How the Budget Changes Affect Farmers – Insights for Advisers
As financial advisers, staying ahead of legislative changes is vital—especially those affecting inheritance tax (IHT). Recent pr
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November 5, 2024
Estate Planning Post-Budget 2024: Key Takeaways for Financial Advisers
The Autumn Budget introduced significant changes impacting estate planning strategies, especially for clients with substantial ass
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August 27, 2024
The Future of Wealth is Female
By 2025, women are expected to control 60% of the UK’s wealth—learn why financial advisers must act now to engage and empower
Read more
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Resources
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