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Retirement

Technology

Tools of the trade

Asset allocation tools can play a major part in helping the adviser to run their business more efficiently. Alison Everett looks at how these tools have evolved

clock 01 November 2007 •

Estate planning

Rank and file: filling out the forms correctly

Non compliance with inheritance tax rules can result in hefty fines for the client. Geoffrey Shindler discusses the key documentation that needs to be completed

clock 01 November 2007 •

Investment

Do your research

There are plenty of opportunities to make good returns from property investment in Europe. However, advisers need to do their research first, says Brett Robinson

clock 01 November 2007 •

Equity release

Increase understanding

As more people look at equity release as a way of funding retirement there is an increased responsibility on the adviser to ensure they provide the best quality advice. Daren Carter highlights the key aspects advisers need to be aware of

clock 01 November 2007 •

Income

Income options

Helen Morrissey talks to a panel of experts about the prospects for annuities and drawdown

clock 01 November 2007 •

Income

Keeping house

Property is playing an increasingly important role in many people's retirement planning. Wilf Altman discusses the different ways in which it can be used

clock 01 November 2007 •

Estate planning

Do you have will-power?

Writing and maintaining a valid will is vital if clients and their families are to plan ahead with any security. Bob Perkins outlines what needs to be done

clock 01 November 2007 •

Income

Postcode lottery

The use of postcodes in calculating annuities has always been controversial. Helen Morrissey finds out the pros and cons of using this approach

clock 01 November 2007 •

Income

Rainy days ahead: get saving

Ian Price takes a look at the issues surrounding tax free cash and highlights the issues advisers need to take into account

clock 01 November 2007 •

Investment

Prudential launches Absolute Discounted Gift Trust

Prudential has launched an Absolute Discounted Gift Trust to help investors with inheritance tax (IHT) planning.

clock 31 October 2007 •
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