Friends Provident International has launched an online seminar looking at Inheritance Tax (IHT).
There has been much hype about client segmentation recently. But Paul Etheridge, founder and chairman of Prestwood Software, argues this is not necessarily the best strategy.
Some IFAs are recommending will writers to clients in exchange for secret clauses in wills leaving legacies to the advisers, the Society of Trust and Estate Practitioners (STEP) claims.
Inheritance Tax (IHT) is unpopular and ineffective and should be replaced with a new capital receipts tax, the Institute for Public Policy Research (IPPR) says.
The use of life interest trusts can do much to protect a retiree's property should they need to go into care. Carla Brown takes a closer look
Carla Brown looks at why discretionary trusts are still popular for safeguarding assets
Understanding how your clients progress from enquiry to product purchase is key to running a successful business, says Worldwide Financial Planning’s Peter McGahan
SIPP provider Hornbuckle Mitchell has launched an in-house spousal bypass trust which aims to help investors reduce inheritance tax liabilities.
Neil MacGillivray outlines the value of by-pass trusts and explains why poor drafting of new legislation has resulted in lost opportunities