IHT planning is an important part of financial advice for a growing number of people. Here, Paul Latham explains the rules and regulations relating to gifting and looks at alternative options advisers may not have considered
As part of their New Year's resolutions, many people may be considering making monetary gifts to their family. This has the incentive of helping to reduce the value of a client's estate and, therefore,...
Change on the horizon
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
Compulsory training courses
New planner at Chartered firm
Defaults on 7 and 17 May