In the first of a three-part technical series looking at estate planning, Canada Life's Jeremy Pearson examines the options for the surviving spouse of a client who has died intestate
It is not uncommon for a client to die intestate and, under current rules, this can produce an income for a surviving spouse. They may prefer a lump sum rather than, what could be, a small regular income....
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...
IHT to double by 2030
£3.4bn released last year
The Christmas general election of 2019 will soon be upon us and so, here, Jonathan Simmons explores the parties' inheritance tax plans...
3% increase on previous tax year
How female role models in the office make a huge difference
Latest FE fundinfo Adviser Fund Index
Three-part series of articles
Brooks Macdonald has announced a raft of senior management changes ahead of the acquisition of Cornelian Asset Managers, which is set to take place tomorrow (28 February).