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Estate planning

Lessons from Succession: Unlocking generational wealth

Estate planning

Lessons from Succession: Unlocking generational wealth

What advisers can learn from the Roy family...

clock 14 August 2024 • 4 min read
Minimising clients' IHT liabilities: Where there's a will there's a way

Tax planning

Minimising clients' IHT liabilities: Where there's a will there's a way

There are ways to mitigate an anticipated inheritance tax bill

clock 08 April 2024 • 4 min read
Estate planning: Testamentary capacity in the spotlight

Estate planning

Estate planning: Testamentary capacity in the spotlight

'My top tip for futureproofing your will is follow the golden rule'

clock 18 March 2024 • 4 min read
The role of advisers in implementing clients' testamentary wishes

Estate planning

The role of advisers in implementing clients' testamentary wishes

How to avoid challenges to a will after a client death

clock 15 January 2024 • 4 min read
Part of the plan: LPAs are the missing piece of the advice jigsaw

Estate planning

Part of the plan: LPAs are the missing piece of the advice jigsaw

Legislation aims to improve lasting power of attorney system

clock 23 November 2023 • 2 min read
Quarter of advisers leave clients to start estate planning conversations

Estate planning

Quarter of advisers leave clients to start estate planning conversations

The difficulty of discussing death with clients is a barrier

clock 07 November 2023 • 1 min read
Factoring digital assets into the estate planning process

Estate planning

Factoring digital assets into the estate planning process

Useful tools for advisers looking to demonstrate tech savviness

clock 19 October 2022 • 3 min read
PA360 North: Estate planning a 'massive opportunity' for advisers

Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

'Help clients gain clarity on where they want their wealth to go'

clock 05 October 2022 • 2 min read
1.5m UK adults retire with outstanding home loans - LV=

Retirement

1.5m UK adults retire with outstanding home loans - LV=

'Navigating the cost of living crisis'

clock 24 June 2022 • 3 min read
IHT receipts up £0.1bn, HRMC figures reveal

Estate planning

IHT receipts up £0.1bn, HRMC figures reveal

‘Successive year-on-year rises’

clock 23 June 2022 • 5 min read
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