Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.
As investors become older, they tend to narrow their risk horizons. It may be that they no longer want exposure to ‘risky' assets such as emerging market equities or high-yield debt. But this does not...
Advisers often push clients to make a will, something that includes appointing executors. Here, lawyer Lilly Whale explores the role of an executor and offers guidance on the resulting responsibilities
Power of attorney explained
Not back to pre-pandemic levels
Tax doesn't have to be taxing
Announcments distinct from Budget
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
Proposals published today
Investors caught off guard by tech mogul's volte-face
The value of financial advice
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