Estate planning

Neil MacGillivray: The double benefit of charitable gifting through a will

Estate planning

Neil MacGillivray: The double benefit of charitable gifting through a will

Legacy tax benefits

clock 11 January 2022 • 3 min read
Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Retirement

Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Life expectancy trends changing

clock 17 December 2021 • 2 min read
Estate planning a 'huge' advice opportunity as stealth taxes bite

Estate planning

Estate planning a 'huge' advice opportunity as stealth taxes bite

‘Biggest area for planners’

clock 09 December 2021 • 2 min read
Falling gilt yields drive DB transfer values to record high - XPS

Equity release

Falling gilt yields drive DB transfer values to record high - XPS

'Transfer activity has yet to recover from pre-pandemic levels'

clock 18 November 2021 • 2 min read
Annuities could get boost from interest rate rise - Hargreaves

Retirement

Annuities could get boost from interest rate rise - Hargreaves

Annuity rates hit two-year high

clock 03 November 2021 • 2 min read
Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Retirement

Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Could have benefited from IP16

clock 01 November 2021 • 2 min read
TenetConnect to compensate client despite belief it did not offer advice

Retirement

TenetConnect to compensate client despite belief it did not offer advice

'Client had no pensions expertise’

clock 01 November 2021 • 3 min read
Lilly Whale: Residence nil-rate band 'nuances' explained

Tax planning

Lilly Whale: Residence nil-rate band 'nuances' explained

Direct descendants

clock 28 October 2021 • 5 min read

Equity release

Thank you and goodbye from Retirement Planner

Retirement Planner is, itself, retiring on Thursday 15 October 2021.

clock 12 October 2021 • 1 min read
Libby Holding: Don't forget your will when you're saying 'I do'

Estate planning

Libby Holding: Don't forget your will when you're saying 'I do'

Contemplation clauses explained

clock 27 September 2021 • 4 min read
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The Penny Group adds £90m of assets with Surrey planning firm buy

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More than a third of advisers have not mentioned Consumer Duty to clients

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