Estate 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 • 1 min read

Estate planning

Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Has potentially wide implications in estate planning

clock 12 September 2018 • 4 min read

Your profession

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

LISA and pensions dashboard under threat

clock 03 August 2018 • 3 min read

Estate planning

Fiona Heald: The importance of setting up powers of attorney

Advisers can start the conversation

clock 18 July 2018 • 5 min read

Estate planning

John Humphreys: Trusts, trust and family wealth planning

IHT understanding 'pretty poor'

clock 03 July 2018 • 5 min read

Estate planning

Millennials set to inherit £1.2trn over 30 years

5.1 million expecting £50,000 or more

clock 29 June 2018 • 2 min read

Estate planning

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

Follows select committee proposals

clock 27 June 2018 • 2 min read

Pensions

Later life advisers must broaden approach to suit client needs

Later Life Adviser Conference

clock 22 June 2018 • 2 min read

Equity release

Revealed: All the winners of the Retirement Planner Awards 2018

Announced on 15 June

clock 15 June 2018 • 2 min read

Estate planning

Power of attorney: Three key points to share with clients

Increase in OPG investigations

clock 15 June 2018 • 2 min read