By 2018 twice as many people in the UK will pay inheritance tax* meaning the number of families facing inheritance tax is set to reach a 35-year high.*
Preparing a 'bucket list' before the end of life has become very fashionable in recent times. But shouldn't building a 'bucket list' for finances also have the same level of prominence too - in order that we have the right plans in place to protect and pass on our wealth once we are gone?
Do you have clients who need to prepare their own financial 'bucket list'? And are looking for help with:
* FT Adviser, February 2016