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Estate planning

Estate planning

Andrew Megson: Helping clients finally get their will in place

Majority do not have will in place

clock 27 July 2021 • 5 min read

Estate planning

Govt IHT tax take rises 33% from 2020

Receipts between April and June were £1.5bn in total

clock 21 July 2021 • 1 min read

Estate planning

Govt sets out LPA reform plans to simplify process

12-week consulation

clock 20 July 2021 • 3 min read

Estate planning

Erica Hancock: Treating probate with (a little) respect

P-R-O-B-A-T-E

clock 12 July 2021 • 4 min read

Estate planning

Charlene Young: Power of attorney and pensions explained

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

clock 01 July 2021 • 4 min read

Estate planning

Matt Dickens: Six golden rules of business relief

Business relief due diligence

clock 16 June 2021 • 4 min read

Estate planning

Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers

Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers

clock 03 June 2021 • 2 min read

Estate planning

Queen's Speech 'disappoints' on social care plans

The government has again promised to bring forward long-awaited proposals on social care reforms but details were not included in the Queen's Speech which was widely regarded as "disappointing" by providers.

clock 11 May 2021 • 3 min read

Estate planning

Lilly Whale: Executors' 'formidable task' explained

Advisers often push clients to make a will, something that includes appointing executors. Here, lawyer Lilly Whale explores the role of an executor and offers guidance on the resulting responsibilities

clock 27 April 2021 • 4 min read

Estate planning

Charlene Young: IHT changes for simple estates don't go far enough

Charlene Young outlines why government moves to strip back IHT red tape do not go far enough...

clock 22 April 2021 • 3 min read
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