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Estate planning

Undue influence? Advisers' role when clients want to make radical will changes

Estate planning

Undue influence? Advisers' role when clients want to make radical will changes

‘Inheritance disputes often lead to lengthy and costly litigation’

clock 18 February 2026 • 4 min read
Finance Act 2006 turns 20: Why adviser awareness is critical

Tax planning

Finance Act 2006 turns 20: Why adviser awareness is critical

Planning considerations for new trusts

clock 11 February 2026 • 6 min read
Standard Life re-enters onshore investment bond market

Bonds

Standard Life re-enters onshore investment bond market

Response to CGT and IHT changes

clock 03 February 2026 • 2 min read
Five top tips for making the most of the opportunity in estate planning

Estate planning

Five top tips for making the most of the opportunity in estate planning

'The overarching advice we give to advisers is simple: engage at a human level'

clock 19 November 2025 • 4 min read
The risks of advisers not addressing estate planning with clients

Estate planning

The risks of advisers not addressing estate planning with clients

'Clients are increasingly expecting holistic advice'

clock 30 October 2025 • 5 min read
Intergenerational wealth transfer: DIY estate planning 'no longer an option'

Estate planning

Intergenerational wealth transfer: DIY estate planning 'no longer an option'

Complexity is part and parcel of tax reliefs and exemptions

clock 22 April 2025 • 2 min read
Treasury set to benefit from a £2.4bn boost from IHT

Tax planning

Treasury set to benefit from a £2.4bn boost from IHT

Will raise £14.3bn after pensions come under the IHT umbrella

clock 26 March 2025 • 2 min read
Myth-busting HNW clients' most common misconceptions

Tax planning

Myth-busting HNW clients' most common misconceptions

‘I heard it from my mate down the pub…’

clock 13 March 2025 • 5 min read
Passing on wealth: How IHT changes will affect pension planning

Tax planning

Passing on wealth: How IHT changes will affect pension planning

'Change could result in significantly higher tax liabilities '

clock 11 March 2025 • 4 min read
Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Ideas put forward by industry experts in post-Budget technical consultation

clock 22 January 2025 • 6 min read
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