Estate planning

Tax Planning

Limiting IHT: Don't let the tax tail wag the investment dog

'BPR investments are fantastic but generally in small doses'

clock 20 July 2016 • 4 min read

Tax planning

IHT changes: Passing on the family home isn't as easy as it sounds

Simon Ruthers looks at the main residence nil rate band

clock 03 June 2016 • 4 min read

Estate planning

Retirement tax planning: A service, not a product

Money well spent

clock 02 June 2016 • 3 min read

Managed solutions

Why financial advisers are better architects than builders

Lawrence Cook explains his logic

clock 11 May 2016 • 3 min read

Estate planning

Way Group aims to cut IHT bills with managed portfolio plan

More people creeping into IHT 'trap'

clock 03 May 2016 • 2 min read

Estate planning

Trouble ahead? IHT changes could trigger discretionary trust problems

Will clauses need revisiting

clock 29 April 2016 • 3 min read

Protection

How valuable are added benefits on protection policies?

The policy becomes more than a possible payout

clock 28 April 2016 • 3 min read

Income

Calling all advisers: Enter the Retirement Planner Awards 2016

Deadline for submission 6 May

clock 11 April 2016 • 1 min read

Estate planning

PM's tax planning is 'natural response' to heavy UK regulation, IHT expert says

Media coverage dismissed as a 'storm in a teacup'

clock 11 April 2016 • 2 min read

Estate planning

Why has second citizenship been growing in the last decade?

The Caribbean remains the region of choice

clock 11 April 2016 • 3 min read
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