US EditionTwo out of three advisers caught up in family bust-ups during IHT planning
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Two out of three advisers caught up in family bust-ups during IHT planning
Nearly two out of three (63%) of advisers have reported encountering family disputes while assisting with Inheritance Tax (IHT) planning, new research from investment manager Downing shows. Its study with advisers and wealth managers found family disputes are more likely during IHT planning than when estates are settled – just 26% questioned said they had experienced family tension over estates. However, only 11% questioned said they had never e…
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