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inheritance tax

Wrap/platforms

Nucleus adds suite of trusts to platform

Nucleus has added a collection of trusts to the platform following adviser demand.

clock 25 February 2013 •

Long Term Care

LTC reform: what advisers need to know

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

clock 19 February 2013 •

Economics / Markets

Five things clients will call you about this week

FIVE THINGS

clock 18 February 2013 •

Long Term Care

Inheritance faces £95k 'stealth tax' under LTC reforms

The government is set to impose a £95,000 "stealth tax" on inheritance to help pay for care for the elderly, according to the Sunday Times.

clock 11 February 2013 •

Estate planning

Estate planning: What are the challenges?

Fiona Murphy asks advisers what issues they encounter when advising clients about estate planning

clock 30 October 2012 • 4 min read

Income

Income drawdown - the unwritten rules

Stewart Dick explores the unwritten rules surrounding income drawdown and warns that these shouldn't cloud an investor's decision.

clock 24 October 2012 •

Asset Allocation

People without a will risk large IHT legacy

People who fail to make a will could leave their loved ones with a hefty inheritance tax bill, website Unbiased has warned.

clock 20 October 2012 •

Income

How recycling pension income can help your clients

Adrian Walker discusses the potential benefits of recycling surplus pension income.

clock 25 September 2012 •

uncategorised

Will equity release continue to grow?

Stephen Lowe asks if recent strong growth reported in the equity release market the result of a mini-boom or the start of a sustainable long-term trend?

clock 07 August 2012 •

uncategorised

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 31 July 2012 •
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