Estate planning

Recent changes to income tax and National Insurance contributions can have a big effect on how clients pay into their pension. Andrew Tully highlights what effect these changes will have

Despite change in the inheritance tax planning arena there remain some highly effective solutions. Robert Meyer goes through the options

Robin Hooper examines the opportunities arising from recent changes to capital gains tax

Phil Carroll assesses the effect recent changes to capital gains tax will have on people's investments

In the first of his two part series on inheritance tax Richard Warner goes through the ABC of IHT planning

Last year's Pre-Budget Report heralded major changes in inheritance tax planning. Julie Hutchison goes through the changes

Tax planning can be a tricky business and careful advice needs to be given. Phil Carroll goes through some of the mistakes advisers need to watch out for

Trusts can play a hugely beneficial role in retirement planning. Phil Carroll demonstrates how good advice can really help advisers add value

Retiring abroad remains a goal for many retirees but they will need to consider the possible tax consequences thoroughly. Geoffrey Shindler outlines some of the issues retirees need to bear in mind

While advisers have a duty of care to ensure all clients fully understand the effects of their financial decisions this is especially true when it comes to dealing with older clients. Janet Davies discusses some of the issues advisers need to bear in...