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....
Appeal could be granted
Covid-19 crisis acts as catalyst
Put back to April 2021
Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...
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...
Charlton House Wealth Management
Woman of the year – investment advice
It’s The Pro Adviser Podcast
£5m lost to fraud between February and June