The necessity of long-term later life planning for clients of all ages
The average value of an inheritance is set to increase from £62,000 in 2017 to £91,000 by 2027.
As a result, more people than ever are being impacted by Inheritance Tax rates that could increase even further.
Later-life planning is no longer reserved for those already enjoying their retirement.
There are a number of strategies you could implement with your clients to help them take a proactive approach to their future.
Click the video link to watch our latest interview with one of our Senior Business Development Managers, Tom Hind, and find out:
- Why later-life planning is so important for every client you have.
- The value of setting up a personal trading company for your clients and how this strategy could help to keep them in control of their legacy.