Estate planning

The government has set out plans to reform lasting powers of attorney (LPA) as it seeks to modernise the legal framework around this.

Lilly Whale looks at the options for grandparents looking to financially help their grandchildren in the most tax-efficient way...

Charlene Young looks at power of attorney and pensions and outlines four key things advisers should look out for

The OTS issued a second report on the 20 May 2021 in which it took the view that the current treatment of capital gains on separation and divorce is totally unsatisfactory and needs to change. Neil MacGillivray contemplates if CGT on separation and divorce...

Matt Dickens looks at business relief linked to estate planning and offers his views on the 'six golden rules' advisers should keep in mind when recommending the solution to clients...

Amy Cole looks at possible tax changes which could see the advice role morph into life coach as advisers help clients roll with the punches...