Estate planning
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
Expression of wish: Keep it simple to avoid 'nomination nightmare'
Keep it simple to avoid 'nomination nightmare'
Mike Morrison: Death benefit complexities bring advice opportunity
Death benefit complexities bring advice opportunity
Review legacy pensions now to avoid ‘future death benefit complaints', advisers warned
Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.
Death benefits: Why expression of wish forms have never been so important
Why expression of wish forms have never been so important
New intestacy laws come into effect
Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.
Managing risk in estate planning
Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.
Simplybiz profits up as 2% of members leave industry
Support services provider Simplybiz has seen a 10% increase in profits in the first year post-Retail Distribution Review (RDR) while 2% of its members have left the industry.
Become a shareholder as part of IHT planning
Susan Midha takes a look at some more unusual ways of mitigating an inheritance tax liability
Why every client with a business should be encouraged to write a will
Wills are an important but often overlooked part of estate planning. Rob Martins highlights why clients should be encouraged to put a will in place.
Budget 2014: An exclusive print-out guide to give to clients
An exclusive plain-English print-out guide to give to clients
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