Estate planning

Tax planning can be a tricky business and careful advice needs to be given. Phil Carroll goes through some of the mistakes advisers need to watch out for

Trusts can play a hugely beneficial role in retirement planning. Phil Carroll demonstrates how good advice can really help advisers add value

Retiring abroad remains a goal for many retirees but they will need to consider the possible tax consequences thoroughly. Geoffrey Shindler outlines some of the issues retirees need to bear in mind

While advisers have a duty of care to ensure all clients fully understand the effects of their financial decisions this is especially true when it comes to dealing with older clients. Janet Davies discusses some of the issues advisers need to bear in...

Non compliance with inheritance tax rules can result in hefty fines for the client. Geoffrey Shindler discusses the key documentation that needs to be completed

Writing and maintaining a valid will is vital if clients and their families are to plan ahead with any security. Bob Perkins outlines what needs to be done

Important changes to accumulation and maintenance trusts mean that advisers need to be on the ball to ensure unnecessary charges are not incurred. Julie Hutchison outlines the options

With the price of average London property now exceeding the current nil-rate band, the need for inheritance tax (IHT) planning has never been greater. Gerry Warner considers some effective ways of mitigating the potential tax charge

There are many options open to those looking to reduce their inheritance tax liability. Geoffrey Shindler goes through the options

Colin Jelley looks at the inheritance tax implications of the recent Phizackerley case