Estate planning

Estate planning

Neil MacGillivray: HMRC v Parry & Others - a case of Russian roulette

Potential IHT liability

clock 10 December 2018 • 4 min read

Estate planning

Neil MacGillivray: Don't forget the three golden rules of the 'CLSDB'

‘Charity lump sum death benefit’

clock 16 October 2018 • 3 min read

Estate planning

Robert Gout: LPAs 'essential' for Alzheimer's clients

September is World Alzheimer’s Month

clock 25 September 2018 • 4 min read

Estate planning

World Alzheimer's Day: 15 steps to protect client cash after dementia

Alzheimer’s is the most common cause of dementia

clock 21 September 2018 • 5 min read

Estate planning

AIG Life adapts term assurance for IHT planning

Joint life second death option added to relieve tax burden on couples gifting assets

clock 18 September 2018 • 1 min read

Estate planning

Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Has potentially wide implications in estate planning

clock 12 September 2018 • 4 min read

Your profession

'You turn if you want to': Seven notable government policy U-turns

LISA and pensions dashboard under threat

clock 02 August 2018 • 3 min read

Estate planning

Fiona Heald: The importance of setting up powers of attorney

Advisers can start the conversation

clock 18 July 2018 • 5 min read

Estate planning

John Humphreys: Trusts, trust and family wealth planning

IHT understanding 'pretty poor'

clock 03 July 2018 • 5 min read

Estate planning

Millennials set to inherit £1.2trn over 30 years

5.1 million expecting £50,000 or more

clock 29 June 2018 • 2 min read
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01

IFAs and clients 'misaligned' on value of financial advice

19 November 2024 • 2 min read
02

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
03

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
04

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read
05

Half of industry rejects shift to four-day work week

20 November 2024 • 2 min read