Estate planning

Alison Morris: Discretionary investment management and LPAs explained

Estate planning

Alison Morris: Discretionary investment management and LPAs explained

'Welcome news'

clock 04 April 2022 • 3 min read
Graeme Robb: Court case highlights strict LPA rulebook

Estate planning

Graeme Robb: Court case highlights strict LPA rulebook

Transfer made void

clock 21 March 2022 • 4 min read
Lilly Whale: Advisers in prime position to spot LPA financial abuse

Estate planning

Lilly Whale: Advisers in prime position to spot LPA financial abuse

Report to Office of the Public Guardian

clock 14 March 2022 • 6 min read
IHT receipts up to £4.6bn, HRMC data reveals

Estate planning

IHT receipts up to £4.6bn, HRMC data reveals

‘Starting effective estate planning early is crucial’

clock 25 January 2022 • 3 min read
Aviva Financial Advice expands into annuities

Retirement

Aviva Financial Advice expands into annuities

'Holistic view of retirement needs'

clock 24 January 2022 • 3 min read
End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

Pensions

End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

'Urgent action needed'

clock 17 January 2022 • 2 min read
Martin Tilley: Where there is a will, there should be an expression of wish

Estate planning

Martin Tilley: Where there is a will, there should be an expression of wish

Expression of wish forms explained

clock 11 January 2022 • 3 min read
Neil MacGillivray: The double benefit of charitable gifting through a will

Estate planning

Neil MacGillivray: The double benefit of charitable gifting through a will

Legacy tax benefits

clock 11 January 2022 • 3 min read
Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Retirement

Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Life expectancy trends changing

clock 17 December 2021 • 2 min read
Estate planning a 'huge' advice opportunity as stealth taxes bite

Estate planning

Estate planning a 'huge' advice opportunity as stealth taxes bite

‘Biggest area for planners’

clock 09 December 2021 • 2 min read
Most read
01

HSBC AM global head of responsible investing: 'Who cares if Miami is six metres under water in 100 years?'

20 May 2022 • 3 min read
02

HSBC AM's 'head of irresponsible investment' condemned over climate speech

20 May 2022 • 3 min read
03

Half of people would not consider taking advice - Hargreaves Lansdown

16 May 2022 • 2 min read
04

Legal firm Wildcat Law to build IFA network and eyes up PE investment

17 May 2022 • 2 min read
05

Tim Sargisson: Counting down to Consumer Duty

17 May 2022 • 3 min read