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FTAdviser: Advisers on their role in intergenerational wealth transfers
Planning for intergenerational wealth transfers requires both advisers and clients to think ahead.
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Daily Express: Inheritance tax bill ‘implications’ after Rishi Sunak’s Spring Statement changes
An IHT bill is 40% of one’s estate that is above the necessary thresholds and can include gifts made up to seven years before they…
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IFA Magazine: Experts’ reactions to Sunak’s Spring Statement”
Ben Alcock, Chartered Financial Planner at Continuum, points out the lack of Sunak’s Spring Statement measures to help pensioners.
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Money Marketing: Did Rishi Sunak’s Spring Statement please the advice sector?
Rishi Sunak had his work cut out for him as he delivered his long-awaited Spring Statement today. This is the experts’ reactions.
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Money Marketing: Covid drove financial planning awareness among the young
Over the past two years, it has seen many new younger clients coming to Continuum through older generations of their family.
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Professional Adviser: More young adults to seek out financial advisers post-pandemic
The Covid-19 pandemic has helped increase the awareness of the benefits of financial planning among younger generations.
