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Estate planning

Estate planning

Bob Champion: Why advisers need to brush up on LTC planning

Bob Champion looks at the impact of the Covid-19 pandemic and urges advisers to brush up on their long-term care planning knowledge and skills

clock 15 April 2021 • 3 min read

Estate planning

Lasting Power of Attorney applications drop 30% during pandemic

Not back to pre-pandemic levels

clock 06 April 2021 • 2 min read

Tax Planning

Not such a taxing day: Claire Trott's round-up of the Treasury's damp squib

Tax doesn't have to be taxing

clock 23 March 2021 • 3 min read

Tax Planning

Tax Day: Treasury moves to cut IHT red tape

Announcments distinct from Budget

clock 23 March 2021 • 3 min read

Estate planning

Francesca Gandolfi: Using flexible trusts for later life security

Francesca Gandolfi explores the use of flexible reversionary trusts to pay for later life care

clock 16 March 2021 • 7 min read

Estate planning

Stephen McPhillips: Is Benjamin Franklin still on the money?

Stephen McPhillips bases his latest RP article on Benjamin Franklin's famous "death and taxes" phrase. But is he still on the money?

clock 09 March 2021 • 4 min read

Estate planning

Spring Budget 2021: Ten key takeaways for advisers

From extending the stamp duty holiday, revisiting DC investments to cancelling alcohol duties. Here are 10 key takeaways from the Spring Budget 2021

clock 03 March 2021 • 5 min read

Estate planning

Adrian Boulding: Five key post-Covid client needs

As we tentatively emerge from lockdown, Adrian Boulding looks at the five key themes advisers may wish to discuss with their clients in the 'new normal'

clock 23 February 2021 • 5 min read

Estate planning

Kim Jarvis: In advisers we trust

Kim Jarvis looks at the expansion of the Trust Register Service in her latest article for Retirement Planner

clock 26 January 2021 • 5 min read

Estate planning

Patrick Kennedy: Time to get clients' IHT house in order

When it comes to IHT exemptions, allowances and reliefs it is very much a case of 'use it or lose it', writes Patrick Kennedy

clock 21 January 2021 • 5 min read
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