Estate planning

Regulation

Five key things advisers can expect from today's Summer Budget

Five key announcements advisers can expect from George Osborne

clock 08 July 2015 •

Estate planning

Celebrity will mistakes: Three lessons to share with clients

Celebrity will mistakes: Three lessons to share with clients

clock 07 July 2015 •

Tax Planning

Osborne to raise inheritance tax threshold to £1m

The Chancellor George Osborne is set to confirm an increase in the inheritance tax (IHT) threshold to £1m per couple in this week's Budget.

clock 06 July 2015 •

Estate planning

Client wills: Ten important questions advisers should be asking

Ten important questions advisers should be asking

clock 22 June 2015 •

Estate planning

Where there's a will: Estate planning lessons from a family farm dispute

Estate planning lessons from a family farm dispute

clock 16 June 2015 •

Estate planning

Expression of wish: Keep it simple to avoid 'nomination nightmare'

Keep it simple to avoid 'nomination nightmare'

clock 01 June 2015 •

Estate planning

Mike Morrison: Death benefit complexities bring advice opportunity

Death benefit complexities bring advice opportunity

clock 05 May 2015 •

Estate planning

Review legacy pensions now to avoid 'future death benefit complaints', advisers warned

Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.

clock 24 April 2015 •

Pensions

Death benefits: Why expression of wish forms have never been so important

Why expression of wish forms have never been so important

clock 13 April 2015 • 4 min read

Tax Planning

New intestacy laws come into effect

Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.

clock 01 October 2014 •