With £3.2 trillion of wealth poised to pass to the next generation over the coming decades, the demand for estate planning services looks set to grow further. BPR qualifying investments – with their focus on speed, flexibility and capital preservation – should continue to feature in every adviser’s investment proposition. The report comprises a summary of the BPR market, an update on estate planning and HMRC IHT statistics, an analysis of open investment opportunities, and surveys and interview with both IFAs and investment providers. Key Findings: Because of the rules and restrictions, research shows that only about 0.04% of the…

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