Estate planning

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

Regulation

Budget 2016 predictions for advisers 

Chancellor to speak on Wednesday 16 March

clock 14 March 2016 • 4 min read

Pensions

SOLLA aims to boost accredited advisers by 40% this year

Later life advice market 'increasingly competitive', chairman says

clock 28 February 2016 • 2 min read

Tax Planning

Gifting: A handy guide for advisers

Restrictions and limitations apply

clock 14 January 2016 • 3 min read

Tax planning

Unnecessary punishment: Ill-health pension transfers risk IHT trap

IHT technicality could hit people with impaired life expectancy

clock 23 November 2015 •
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More than a third of advisers have not mentioned Consumer Duty to clients

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