Estate planning

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

Estate planning

Retirement tax planning: A service, not a product

Money well spent

clock 02 June 2016 • 3 min read

Estate planning

Why has second citizenship been growing in the last decade?

The Caribbean remains the region of choice

clock 11 April 2016 • 3 min read

Estate planning

Where there's a will: Estate planning lessons from a family farm dispute

Estate planning lessons from a family farm dispute

clock 16 June 2015 •

Offshore Investment

Canada Life Q&A: Offshore bonds - retirement and estate planning

clock 12 January 2015 •

Estate planning

Managing risk in estate planning

Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.

clock 09 July 2014 •

Industry voice

Industry Voice: Mythbusters! The top ten equity release myths

Equity release has come of age. Advisers and providers alike are nothing if not familiar with the stringent regulation surrounding the modern generation of equity release products and the increasingly flexible range of options they offer.

clock 20 June 2014 • 4 min read

Your profession

Moving on up: Inheritance tax liabilities

Moving on up: Inheritance tax liabilities

clock 14 May 2014 • 4 min read