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HNWIs skirt engagement with family on inheritance plans

News Team, 08/12/2021

Research from wealth management firm Saltus has shown that of people with assets of £250,000 or more only 28 percent have discussed plans for passing on their wealth with their children.

Saltus surveyed 1,000 high net worth individuals (HNWIs), mostly self-made and all heavily invested in the UK, with a median net worth of £1.5 million. 

The results showed that only 36 percent of HNWIs have discussed wealth plans with their partner, and only 28 percent of over 65s have...


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