Tag: Estate Planning
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Few heirs keep their parents’ wealth advisors, Cerulli finds
Most heirs retain, not replace, the family wealth advisor As Baby Boomers and their successors prepare for a generational wealth transfer, a Cerulli Associates study sheds light on how inheritors plan to manage, or reshape, the advisory relationships they inherit. Over the next 25 years, more than $120 trillion is expected to flow to heirs,…
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Ireland Needs a National Will Register, Says Royal London Ireland
Why a national will register matters Royal London Ireland is calling on the Government to establish a national wills register, arguing that such a system is a standard feature in most European countries. The aim is simple but powerful: make it easier for families to locate a loved one’s will after death, reducing delays, stress,…
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Ireland Urged to Create National Will Register to Speed Probate and Protect Families
Ireland urged to adopt a national will register Royal London Ireland has called on the Government to establish a national register of wills, arguing that such a system would streamline the process of locating and validating wills after a death. The insurer says a central register is a standard feature in most other European countries…
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Ireland urged to adopt national wills register to speed probate, says Royal London
Call for a national wills register in Ireland Royal London Ireland has urged the Government to create a national online register of wills, arguing that such a system exists in most other European countries and would help families locate a loved ones will more quickly after death. The proposal comes amid concerns that a large…
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Inheritance tax reform: family home relief gains momentum
Overview of the findings A Royal London Ireland survey, conducted by iReach among 1,000 adults nationwide, shows a strong public appetite for shielding the family home from inheritance tax. The results indicate 83% of adults are in favour of inheritance tax relief for the family home, while 58% strongly support removing the family home from…
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Ireland’s Inheritance Tax Debate: Public backs family home relief, survey finds
Ireland’s Inheritance Tax Debate: Survey Reveals Broad Backing for Family Home Relief A new survey commissioned by Royal London Ireland and conducted by iReach among 1,000 adults nationwide shows a clear public appetite for reforming inheritance tax rules, particularly regarding the family home. Ahead of next week’s budget, the results suggest policymakers have broad political…




