Estate planning

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'

Aims to provide clarity on tax rules and the legalities of estate planning

'LPAs can be a real asset if used properly'

What advisers can learn from the Roy family...

There are ways to mitigate an anticipated inheritance tax bill

'My top tip for futureproofing your will is follow the golden rule'

How to avoid challenges to a will after a client death

Legislation aims to improve lasting power of attorney system

The difficulty of discussing death with clients is a barrier

Useful tools for advisers looking to demonstrate tech savviness