Estate planning

AIG Life adapts term assurance for IHT planning

Estate planning

AIG Life adapts term assurance for IHT planning

Joint life second death option added to relieve tax burden on couples gifting assets

clock 18 September 2018 •
Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Estate planning

Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Has potentially wide implications in estate planning

clock 12 September 2018 •
'You turn if you want to': Seven notable government policy U-turns

Your profession

'You turn if you want to': Seven notable government policy U-turns

LISA and pensions dashboard under threat

clock 02 August 2018 •
Fiona Heald: The importance of setting up powers of attorney

Estate planning

Fiona Heald: The importance of setting up powers of attorney

Advisers can start the conversation

clock 18 July 2018 •
John Humphreys: Trusts, trust and family wealth planning

Estate planning

John Humphreys: Trusts, trust and family wealth planning

IHT understanding 'pretty poor'

clock 03 July 2018 •
Millennials set to inherit £1.2trn over 30 years

Estate planning

Millennials set to inherit £1.2trn over 30 years

5.1 million expecting £50,000 or more

clock 29 June 2018 •
'Social care premium' on IHT adds to intergenerational inequality - OMW

Estate planning

'Social care premium' on IHT adds to intergenerational inequality - OMW

Follows select committee proposals

clock 27 June 2018 •
Later life advisers must broaden approach to suit client needs

Pensions

Later life advisers must broaden approach to suit client needs

Later Life Adviser Conference

clock 22 June 2018 •
Revealed: All the winners of the Retirement Planner Awards 2018

Equity release

Revealed: All the winners of the Retirement Planner Awards 2018

Announced on 15 June

clock 15 June 2018 •
Power of attorney: Three key points to share with clients

Estate planning

Power of attorney: Three key points to share with clients

Increase in OPG investigations

clock 14 June 2018 •
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