Placing life insurance policies ‘under trust' could save Britons £448m in inheritance tax, according to a new report.
When addressing a client's protection needs, most products deal in the term space. But with people potentially outliving these contracts, Owain Thomas looks to whole of life for rejuvenation.
Wealth manager Helm Godfrey has launched iRetire, a retirement advice service.
During a month filled with romance and proposals, it is appropriate to think about what couples should be considering in financial planning terms, writes Clare Moffat, technical manager at Prudential...