Estate planning
Gifting: A handy guide for advisers
Restrictions and limitations apply
Unnecessary punishment: Ill-health pension transfers risk IHT trap
IHT technicality could hit people with impaired life expectancy
Client satisfaction: Why professional tie-ups trump robo-advice
Comprehensive personal service results in happy clients
Why advisers should think differently about equity release
RTBQ. Four letters to live by.
Baby boomers... the 'inbetweeners' of pension planning
Briding the gap between expectation and preparation
Lasting power of attorney 'a must' for all drawdown retirees
The growing importance of LPAs
'Smoke and mirrors': Why IHT planning is as important as ever
'Window dressing at its sneakiest’
When is a £1m nil rate band, not a £1m nil rate band?
When is a £1m nil rate band, not a £1m nil rate band?
Motorbike and leathers: Why spousal bypass trusts still have a place in estate planning
Why spousal bypass trusts still have a place in estate planning
Tax take from LTA breaches quadruples under Osborne
The amount of tax the government has collected from people breaching the lifetime pension allowance (LTA) has risen by 276% since George Osborne became Chancellor.
Ombudsman throws out Hargreaves Lansdown death benefits claim
The Pensions Ombudsman has thrown out a claim against Hargreaves Lansdown over a delay in death benefits payments, saying the firm acted in a way that was "justified" and "not unreasonable".
George Osborne's £1m IHT giveaway comes with a catch (or two)
George Osborne’s £1m IHT giveaway comes with a catch (or two)
Three things clients may call you about this week...
Three things clients may call you about this week...
Advising non-doms after the Summer Budget clampdown
Advising non-doms after the Summer Budget clampdown
How one family drama turned into an IHT crisis
How one family drama turned into an IHT crisis
ISA inheritance: Managing wealth through the generations
ISA inheritance: Managing wealth through the generations
Why Osborne's £1m IHT exemption isn't all good news
Why Osborne's £1m IHT exemption isn't all good news
Summer Budget: Three problems with Osborne's policies
Three problems with Osborne's policies
Summer Budget 2015 as it happened - tailored coverage for financial advisers
Welcome to Professional Adviser's as-it-happened coverage of the summer Budget 2015 - with a slant, as always, towards those announcements, issues, outcomes and views affecting UK financial advisers...
Five key things advisers can expect from today's Summer Budget
Five key announcements advisers can expect from George Osborne
Celebrity will mistakes: Three lessons to share with clients
Celebrity will mistakes: Three lessons to share with clients
Osborne to raise inheritance tax threshold to £1m
The Chancellor George Osborne is set to confirm an increase in the inheritance tax (IHT) threshold to £1m per couple in this week's Budget.
Client wills: Ten important questions advisers should be asking
Ten important questions advisers should be asking
Where there's a will: Estate planning lessons from a family farm dispute
Estate planning lessons from a family farm dispute
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