death benefits

Pensions

Mid-life crisis: Why checking clients' death benefit nominations is crucial

Regular reviews are essential

clock 22 January 2016 • 5 min read

Income

Retirement Advantage launches packaged income account

Response to pensions freedom

clock 19 October 2015 •

Estate planning

Ombudsman throws out Hargreaves Lansdown death benefits claim

The Pensions Ombudsman has thrown out a claim against Hargreaves Lansdown over a delay in death benefits payments, saying the firm acted in a way that was "justified" and "not unreasonable".

clock 11 August 2015 •

Tax Planning

ISA inheritance: Managing wealth through the generations

ISA inheritance: Managing wealth through the generations

clock 24 July 2015 •

Tax Planning

I was right all along: Mike Morrison on HMRC's latest IHT update

Mike Morrison's take on HMRC's IHT update

clock 03 June 2015 •

Estate planning

Expression of wish: Keep it simple to avoid 'nomination nightmare'

Keep it simple to avoid 'nomination nightmare'

clock 01 June 2015 •

Estate planning

Mike Morrison: Death benefit complexities bring advice opportunity

Death benefit complexities bring advice opportunity

clock 05 May 2015 •

Pensions

Adviser beware: 'Pensions freedom will be a minefield'

'Pensions freedom will be a minefield'

clock 29 April 2015 •

Pensions

Death benefits: Why expression of wish forms have never been so important

Why expression of wish forms have never been so important

clock 13 April 2015 • 4 min read

Tax Planning

Case Study Classics: How would you handle this death benefits assignment?

Professional Adviser's crack team of retirement advisers tackles a devilish case study...

clock 07 April 2015 • 9 min read