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Retirement

Gifting: Who should make the gift?

Estate planning

Gifting: Who should make the gift?

'Advisers should take a broader view of the family balance sheet'

clock 10 April 2026 • 4 min read
Andrew Tully: The IHT on pensions illiquid assets challenge

Tax planning

Andrew Tully: The IHT on pensions illiquid assets challenge

'The need for advice is clear'

clock 10 April 2026 • 4 min read
Roddy Munro: IHT on pensions sees estate planning take centre stage

Estate planning

Roddy Munro: IHT on pensions sees estate planning take centre stage

'Many recognise that existing planning frameworks are no longer sufficient'

clock 09 April 2026 • 4 min read
Watch PA's Working Lunch with L&G: Navigating the new landscape of retirement solutions

Retirement

Watch PA's Working Lunch with L&G: Navigating the new landscape of retirement solutions

Catch up on the discussion

clock 09 April 2026 • 1 min read
The changing nature of retirement planning

Retirement

The changing nature of retirement planning

Retirement planning conversations must 'evolve'

clock 02 April 2026 • 4 min read
Expect 'painful teething challenges' on IHT overpayments, advisers warn

Tax planning

Expect 'painful teething challenges' on IHT overpayments, advisers warn

Fears HMRC delays could lead to months-long waits

clock 02 April 2026 • 2 min read
Case study: The hidden risk of a single member SSAS without a professional trustee

Pensions

Case study: The hidden risk of a single member SSAS without a professional trustee

The problem, the solution, lessons learned

clock 30 March 2026 • 4 min read
Pension Schemes Bill investment mandation would have had 'serious consequences'

Pensions

Pension Schemes Bill investment mandation would have had 'serious consequences'

Trustees expected to ‘breathe a sigh of relief’ at the House of Lords vote to remove the power

clock 30 March 2026 • 1 min read
Aberdeen Adviser launches trust service on Wrap platform

Estate planning

Aberdeen Adviser launches trust service on Wrap platform

To help advisers deal with the £7trn great wealth transfer

clock 27 March 2026 • 2 min read
NS&I to pay out hundreds of millions over bereavement claims errors

Estate planning

NS&I to pay out hundreds of millions over bereavement claims errors

CEO resigns and pensions minister says taxpayers will not foot bill

clock 26 March 2026 • 2 min read
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