Estate planning
Lilly Whale: Executors' 'formidable task' explained
Advisers often push clients to make a will, something that includes appointing executors. Here, lawyer Lilly Whale explores the role of an executor and offers guidance on the resulting responsibilities
Anna Davies: Power of attorney lessons from Kate Garraway's struggle
Power of attorney explained
Lasting Power of Attorney applications drop 30% during pandemic
Not back to pre-pandemic levels
Not such a taxing day: Claire Trott's round-up of the Treasury's damp squib
Tax doesn't have to be taxing
Tax Day: Treasury moves to cut IHT red tape
Announcments distinct from Budget
Andy Woollon: Always look on the bright side of life (and estate planning)
Greetings, pop pickers
Anna Murdock: How school fees could pay for themselves
The gift of education
Estate planning inertia: How IFAs can help plug the gap
Covid-19 crisis acts as catalyst
Equity release market growth stalls in 2019
£3.4bn released last year
Neil MacGillivray: HMRC v Parry & Others - a case of Russian roulette
Potential IHT liability
Neil MacGillivray: Don't forget the three golden rules of the 'CLSDB'
‘Charity lump sum death benefit’
Robert Gout: LPAs 'essential' for Alzheimer's clients
September is World Alzheimer’s Month
World Alzheimer's Day: 15 steps to protect client cash after dementia
Alzheimer’s is the most common cause of dementia
AIG Life adapts term assurance for IHT planning
Joint life second death option added to relieve tax burden on couples gifting assets
Ann Stanyer: Are electronic signatures safe for vulnerable clients?
Has potentially wide implications in estate planning
'You turn if you want to': Seven notable government policy U-turns
LISA and pensions dashboard under threat
Fiona Heald: The importance of setting up powers of attorney
Advisers can start the conversation
John Humphreys: Trusts, trust and family wealth planning
IHT understanding 'pretty poor'
Millennials set to inherit £1.2trn over 30 years
5.1 million expecting £50,000 or more
'Social care premium' on IHT adds to intergenerational inequality - OMW
Follows select committee proposals
Later life advisers must broaden approach to suit client needs
Later Life Adviser Conference
Revealed: All the winners of the Retirement Planner Awards 2018
Announced on 15 June
Power of attorney: Three key points to share with clients
Increase in OPG investigations
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