Estate planning

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

Tax Planning

Jack Rose: Considering business relief for IHT

Effective estate planning

clock 21 April 2017 • 4 min read

Tax Planning

IHT trap 'hits middle classes' as govt nets record £4.7bn

HMRC collected record £4.7bn last year

clock 16 August 2016 • 2 min read

Tax planning

Help trustee clients manage the impact of periodic charges

Business property relief an increasingly popular measure

clock 16 June 2016 • 6 min read