Britons delay seeking estate planning advice

Pedro Gonçalves
clock • 1 min read

Most Britons are postponing seeking estate planning advice until it is too late, according to a research from Canada Life. The study shows that over half (54%) of financial advisers identified the issue with clients seek advice too late in the estate planning process as the biggest pitfall of the whole process. This is followed by failing to go through with the agreed plan, cited by more than one in ten (14%) IFAs, while a further 14% say clients make financial commitments prior to speaking to a financial adviser. Neil Jones, Tax and Wealth Specialist at Canada Life, said: "Clie...

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