Estate planning

Wills are an important but often overlooked part of estate planning. Rob Martins highlights why clients should be encouraged to put a will in place.

An exclusive plain-English print-out guide to give to clients

Ensuring all pension savers have "a conversation" with their IFA or a provider about their retirement options is among a number of promises the Association of British Insurers (ABI) will present to the Financial Conduct Authority (FCA) on behalf of the...

How to advise the spouse of a client who has died intestate

London and the South East of England have been named the UK's inheritance tax hotspots, with wealthy households in these two regions paying more IHT than the rest of the country put together.

Susan Midha takes a look at what can be done to prevent family disputes over inheritance.

Skandia's Gordon Andrews examines HMRC’s move to simplify discretionary trust tax

Tax-advantaged schemes for HNW clients deserve investigation

Mark Green discusses the role of parental settlement rules in tax planning

Yellowtail Financial Planning managing director Dennis Hall talks to Helen Morrissey about why he decided to write a guide to putting financial plans in place to deal with the death of a spouse.