Estate planning

Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.

Equity release has come of age. Advisers and providers alike are nothing if not familiar with the stringent regulation surrounding the modern generation of equity release products and the increasingly flexible range of options they offer.

Moving on up: Inheritance tax liabilities

Wills are an important but often overlooked part of estate planning. Rob Martins highlights why clients should be encouraged to put a will in place.

Canada Life's Neil Jones takes a closer look at controlled access trusts

How to advise the spouse of a client who has died intestate

Helen Morrissey looks at the results of our latest Inquiry and asks what challenges advisers face when giving estate planning advice

Fiona Murphy examines what long-term care reforms mean for advisers and their clients

A Loughborough-based financial advisory firm is one of the first to consider moving into legal services following changes to the Legal Services Act made in January this year.