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
There are plenty of opportunities to make good returns from property investment in Europe. However, advisers need to do their research first, says Brett Robinson
As more people look at equity release as a way of funding retirement there is an increased responsibility on the adviser to ensure they provide the best quality advice. Daren Carter highlights the key aspects advisers need to be aware of
Helen Morrissey talks to a panel of experts about the prospects for annuities and drawdown
Property is playing an increasingly important role in many people's retirement planning. Wilf Altman discusses the different ways in which it can be used
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
The use of postcodes in calculating annuities has always been controversial. Helen Morrissey finds out the pros and cons of using this approach
Ian Price takes a look at the issues surrounding tax free cash and highlights the issues advisers need to take into account
Prudential has launched an Absolute Discounted Gift Trust to help investors with inheritance tax (IHT) planning.
Just Retirement's annuity sales rose 18.4% to £151.5m in the third quarter compared to the same period last year, according to the provider's interim results.