Estate planning

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

CEO resigns and pensions minister says taxpayers will not foot bill

EIS 'enters the conversation with new prominence'

Catch up on 10 March webinar

Gifting from the estate vs the pension

Steps clients should consider to assist them on their 'estate planning journey'

‘Inheritance disputes often lead to lengthy and costly litigation’

Planning considerations for new trusts

Response to CGT and IHT changes

'The overarching advice we give to advisers is simple: engage at a human level'