Estate planning

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
Falling gilt yields drive DB transfer values to record high - XPS

Equity release

Falling gilt yields drive DB transfer values to record high - XPS

'Transfer activity has yet to recover from pre-pandemic levels'

clock 18 November 2021 • 2 min read
Annuities could get boost from interest rate rise - Hargreaves

Retirement

Annuities could get boost from interest rate rise - Hargreaves

Annuity rates hit two-year high

clock 03 November 2021 • 2 min read
Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Retirement

Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Could have benefited from IP16

clock 01 November 2021 • 2 min read
TenetConnect to compensate client despite belief it did not offer advice

Retirement

TenetConnect to compensate client despite belief it did not offer advice

'Client had no pensions expertise’

clock 01 November 2021 • 3 min read
Lilly Whale: Residence nil-rate band 'nuances' explained

Tax planning

Lilly Whale: Residence nil-rate band 'nuances' explained

Direct descendants

clock 28 October 2021 • 5 min read
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Industry Voice: RLAM's approach to Net zero engagement

01 December 2022 • 1 min read
02

Industry concerned FCA 'prefers' BSPS victims are 'undercompensated'

02 December 2022 • 5 min read
03

FCA moves to create simplified financial advice regime

30 November 2022 • 7 min read
04

FCA removes 30-minute time requirement for structured CPD activities

30 November 2022 • 2 min read
05

Simplified advice regime will boost financial resilience

01 December 2022 • 3 min read