Estate planning

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

Estate planning

'Social care premium' on IHT adds to intergenerational inequality - OMW

Follows select committee proposals

clock 27 June 2018 • 2 min read

Pensions

Later life advisers must broaden approach to suit client needs

Later Life Adviser Conference

clock 22 June 2018 • 2 min read

Equity release

Revealed: All the winners of the Retirement Planner Awards 2018

Announced on 15 June

clock 15 June 2018 • 2 min read

Estate planning

Power of attorney: Three key points to share with clients

Increase in OPG investigations

clock 14 June 2018 • 2 min read

Tax planning

GrowthInvest launches IHT and 'alternatives' on platform

Joins EIS and VCT products on platform

clock 12 June 2018 • 1 min read

Estate planning

Passing on ISAs: What advisers need to know 

ISAs cannot be held in trust

clock 31 May 2018 • 4 min read
Most read
01

M&A process a 'disturbing event' for IFAs

10 February 2025 • 6 min read
02

Shackleton acquires Norfolk-based Harrold Financial Planning

10 February 2025 • 1 min read
03

IFA business scalability: If Amazon was a financial adviser…

10 February 2025 • 5 min read
04

Quilter CEO: 'It's really tough to be a platform'

10 February 2025 • 1 min read
05

The advice four-day working week: 'It's crucial to be forward-thinking'

07 February 2025 • 2 min read