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Wednesday, 23 March 2022 09:14

IHT planning and pensions driving ‘Boomer’ advice demand

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Over a third (37%) of ‘Boomers’ have used a financial adviser at some point in their lives. Over a third (37%) of ‘Boomers’ have used a financial adviser at some point in their lives.

Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.

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