Estate planning

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.

Why expression of wish forms have never been so important

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

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

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.

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

Wills are an important but often overlooked part of estate planning. Rob Martins highlights why clients should be encouraged to put a will in place.

An exclusive plain-English print-out guide to give to clients

Ensuring all pension savers have "a conversation" with their IFA or a provider about their retirement options is among a number of promises the Association of British Insurers (ABI) will present to the Financial Conduct Authority (FCA) on behalf of the...

How to advise the spouse of a client who has died intestate