Estate planning

Estate planning

Client wills: Ten important questions advisers should be asking

Ten important questions advisers should be asking

clock 22 June 2015 •

Estate planning

Where there's a will: Estate planning lessons from a family farm dispute

Estate planning lessons from a family farm dispute

clock 16 June 2015 •

Estate planning

Expression of wish: Keep it simple to avoid 'nomination nightmare'

Keep it simple to avoid 'nomination nightmare'

clock 01 June 2015 •

Estate planning

Mike Morrison: Death benefit complexities bring advice opportunity

Death benefit complexities bring advice opportunity

clock 05 May 2015 •

Estate planning

Review legacy pensions now to avoid 'future death benefit complaints', advisers warned

Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.

clock 24 April 2015 •

Pensions

Death benefits: Why expression of wish forms have never been so important

Why expression of wish forms have never been so important

clock 13 April 2015 • 4 min read

Tax Planning

New intestacy laws come into effect

Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.

clock 01 October 2014 •

Estate planning

Managing risk in estate planning

Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.

clock 09 July 2014 •

Estate planning

Simplybiz profits up as 2% of members leave industry

Support services provider Simplybiz has seen a 10% increase in profits in the first year post-Retail Distribution Review (RDR) while 2% of its members have left the industry.

clock 02 July 2014 • 1 min read

Estate planning

Become a shareholder as part of IHT planning

Susan Midha takes a look at some more unusual ways of mitigating an inheritance tax liability

clock 17 April 2014 •