Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

'Help clients gain clarity on where they want their wealth to go'

clock 05 October 2022 • 2 min read

Estate planning

Patrick Kennedy: Time to get clients' IHT house in order

When it comes to IHT exemptions, allowances and reliefs it is very much a case of 'use it or lose it', writes Patrick Kennedy

clock 21 January 2021 • 5 min read

Estate planning

Andy Woollon: Always look on the bright side of life (and estate planning)

Greetings, pop pickers

clock 26 November 2020 • 7 min read

Estate planning

Estate planning inertia: How IFAs can help plug the gap

Covid-19 crisis acts as catalyst

clock 09 June 2020 • 4 min read

Your profession

Caroline Miller and Clare Armitage: Advising complex clients

EU assets post-Brexit

clock 29 April 2019 • 4 min read

Individual Protection

Boutique wealth manager publishes guide to protection

'How to buy protection insurance'

clock 14 November 2018 • 1 min read

Tax planning

Erica Hancock: Messed laid plans - five estate-planning 'red flags'

Key errors to avoid

clock 10 August 2018 • 4 min read

Adviser tips

Kirsty Mears: Advisers should focus on the pensioner income gap

Later-life planning

clock 24 May 2018 • 3 min read

Your profession

Former judge warns of 'lack of safeguards' in power of attorney

'Lack of transparency'

clock 15 August 2017 • 2 min read

Retirement

Business owners best prepared to pass on wealth - research

Almost two-fifths have full wealth plan

clock 16 May 2017 • 2 min read