Financial advisers' input ignored when making a will

Pedro Gonçalves
clock • 2 min read

Only around a third of advisers say that their advice is taken into account when a client makes up a will,  as solicitors and accountants are still disconnected when it comes to estate planning. Further, less than one in ten advisers (8%) say all their advice is taken on board in the will, with one in twenty saying none of their advice is included, according to a research from Canada Life. "There's a historic disconnect between the key players when it comes to estate planning. Solicitors, accountants and advisers all play important roles, but they often don't come together at the cruc...

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