Advisers should encourage clients to regularly review their wills, writes Tony Mudd. Here he outlines ten key points which could prompt clients into action
The Law Society has found that 60% of the population currently doesn't have a will. No doubt some clients will fall into that category and it isn't something they should take lightly. There is a long...
Failed 17 February
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...
Figures for Q2 and Q3
Former ministers and policymakers reveal how AE was developed in new research project from Nest Insight and the University of Bath. Nick Reeve reports.
The doctor will see you now
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).