Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

'Help clients gain clarity on where they want their wealth to go'

clock 05 October 2022 • 2 min read
1.5m UK adults retire with outstanding home loans - LV=

Retirement

1.5m UK adults retire with outstanding home loans - LV=

'Navigating the cost of living crisis'

clock 24 June 2022 • 3 min read
IHT receipts up £0.1bn, HRMC figures reveal

Estate planning

IHT receipts up £0.1bn, HRMC figures reveal

‘Successive year-on-year rises’

clock 23 June 2022 • 5 min read
Richard Burgess: Raising the profile of wills and LPAs with clients

Estate planning

Richard Burgess: Raising the profile of wills and LPAs with clients

Wills and LPAs explained

clock 07 June 2022 • 4 min read
Alison Morris: Discretionary investment management and LPAs explained

Estate planning

Alison Morris: Discretionary investment management and LPAs explained

'Welcome news'

clock 04 April 2022 • 3 min read
Graeme Robb: Court case highlights strict LPA rulebook

Estate planning

Graeme Robb: Court case highlights strict LPA rulebook

Transfer made void

clock 21 March 2022 • 4 min read
Lilly Whale: Advisers in prime position to spot LPA financial abuse

Estate planning

Lilly Whale: Advisers in prime position to spot LPA financial abuse

Report to Office of the Public Guardian

clock 14 March 2022 • 6 min read
IHT receipts up to £4.6bn, HRMC data reveals

Estate planning

IHT receipts up to £4.6bn, HRMC data reveals

‘Starting effective estate planning early is crucial’

clock 25 January 2022 • 3 min read
Aviva Financial Advice expands into annuities

Retirement

Aviva Financial Advice expands into annuities

'Holistic view of retirement needs'

clock 24 January 2022 • 3 min read
End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

Pensions

End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

'Urgent action needed'

clock 17 January 2022 • 2 min read
Most read
01

SIPP saga continues - FOS upholds four more complaints against Options Pensions

23 December 2024 • 4 min read
02

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

23 December 2024 • 2 min read
03

Experienced financial planner launches own firm

20 December 2024 • 4 min read
04

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

19 December 2024 • 5 min read
05

Canada Life to sell onshore bond business to insurance firm Chesnara

23 December 2024 • 1 min read