IHT

Estate planning

Retirement tax planning: A service, not a product

Money well spent

clock 02 June 2016 • 3 min read

Estate planning

Way Group aims to cut IHT bills with managed portfolio plan

More people creeping into IHT 'trap'

clock 03 May 2016 • 2 min read

Estate planning

Trouble ahead? IHT changes could trigger discretionary trust problems

Will clauses need revisiting

clock 29 April 2016 • 3 min read

Estate planning

PM's tax planning is 'natural response' to heavy UK regulation, IHT expert says

Media coverage dismissed as a 'storm in a teacup'

clock 11 April 2016 • 2 min read

Your profession

Three things your clients may call you about this week ...

What made financial headlines over the weekend?

clock 03 April 2016 • 3 min read

Regulation

Budget 2016 predictions for advisers 

Chancellor to speak on Wednesday 16 March

clock 14 March 2016 • 4 min read

Tax Planning

Spread the word: Minimising IHT is every adviser's duty

A good time to bury bad news?

clock 22 February 2016 • 3 min read

Tax Planning

Managers warn of bubble territory for favourite holdings in AIM IHT portfolios

Govt allowed AIM share investment via ISAs in 2013

clock 18 February 2016 • 3 min read

Protection

Whole-of-life: A market of two halves

Inheritance tax is a key issue

clock 10 February 2016 • 9 min read

Pensions

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

Regular reviews are essential

clock 22 January 2016 • 5 min read