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)
Three things clients may call you about this week...
Advising non-doms after the Summer Budget clampdown
How one family drama turned into an IHT crisis
ISA inheritance: Managing wealth through the generations
Why Osborne's £1m IHT exemption isn't all good news
Three problems with Osborne's policies
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 announcements advisers can expect from George Osborne
Celebrity will mistakes: Three lessons to share with clients
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.
Ten important questions advisers should be asking
Estate planning lessons from a family farm dispute
Keep it simple to avoid 'nomination nightmare'
Death benefit complexities bring advice opportunity
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.
Why expression of wish forms have never been so important
Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.
Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.
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.
Susan Midha takes a look at some more unusual ways of mitigating an inheritance tax liability
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.
An exclusive plain-English print-out guide to give to clients