Estate planning

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.

Mark Green highlights recent changes to how tax avoidance arrangements are dealt with.

Advisers are well placed to pick up new business driven by regulatory changes to the pension system, which could also result in a boom in estate planning specialists, according to Standard Life.

Jeremy Pearson identifies the challenges for advisers in estate planning

More families than ever are seeking advice on cutting their inheritance tax (IHT) bills as increasing numbers are falling into the tax net.

Paul Latham discusses inheritance tax mitigation strategies

Helen Morrissey looks at the results of our latest Inquiry and asks what challenges advisers face when giving estate planning advice