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Octopus Legacy: The evolution of later life and death planning

Octopus Legacy: The evolution of later life and death planning

Your profession

Sahar Nazir

15 October 2024 • 4 min read

Advisers told philanthropy is 'prevalent' amongst clients

Advisers told philanthropy is 'prevalent' amongst clients

‘They have to stay relevant, so clients don’t outgrow your service offering’

Isabel Baxter

15 October 2024 • 2 min read

Later life lending products – a greater consideration post-Budget?

Later life lending products – a greater consideration post-Budget?

Range of lifetime mortgages available has broadened beyond the traditional

Sanjay Gadhia

15 October 2024 • 5 min read

Is simplified advice still on the table?

Is simplified advice still on the table?

FCA department head acknowledges ‘more enthusiasm’ for targeted support

Jen Frost

15 October 2024 • 2 min read

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01

Is simplified advice still on the table?

15 October 2024 • 2 min read

02

Octopus Legacy: The evolution of later life and death planning

15 October 2024 • 4 min read

03

HMRC corrects LTA legislation to relieve stuck pensions

15 October 2024 • 3 min read

04

Pensions engagement on the rise despite advice gap

15 October 2024 • 2 min read

05

Hargreaves Lansdown shareholders approve £5.4bn takeover despite some pushback

15 October 2024 • 1 min read

06

Number of clients considering ESG drops for a third year

14 October 2024 • 3 min read