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Estate planning

Equity release

Baby boomers... the 'inbetweeners' of pension planning

Briding the gap between expectation and preparation

clock 29 October 2015 •

Estate planning

Lasting power of attorney 'a must' for all drawdown retirees

The growing importance of LPAs

clock 19 October 2015 •

Tax Planning

'Smoke and mirrors': Why IHT planning is as important as ever

'Window dressing at its sneakiest’

clock 05 October 2015 • 4 min read

Estate planning

When is a £1m nil rate band, not a £1m nil rate band?

When is a £1m nil rate band, not a £1m nil rate band?

clock 24 August 2015 •

Tax Planning

Motorbike and leathers: Why spousal bypass trusts still have a place in estate planning

Why spousal bypass trusts still have a place in estate planning

clock 21 August 2015 •

Tax Planning

Tax take from LTA breaches quadruples under Osborne

The amount of tax the government has collected from people breaching the lifetime pension allowance (LTA) has risen by 276% since George Osborne became Chancellor.

clock 12 August 2015 •

Estate planning

Ombudsman throws out Hargreaves Lansdown death benefits claim

The Pensions Ombudsman has thrown out a claim against Hargreaves Lansdown over a delay in death benefits payments, saying the firm acted in a way that was "justified" and "not unreasonable".

clock 11 August 2015 •

Estate planning

George Osborne's £1m IHT giveaway comes with a catch (or two)

George Osborne’s £1m IHT giveaway comes with a catch (or two)

clock 03 August 2015 •

Economics / Markets

Three things clients may call you about this week...

Three things clients may call you about this week...

clock 03 August 2015 •

Tax Planning

Advising non-doms after the Summer Budget clampdown

Advising non-doms after the Summer Budget clampdown

clock 28 July 2015 •
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