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inheritance tax

Asset Allocation

People without a will risk large IHT legacy

People who fail to make a will could leave their loved ones with a hefty inheritance tax bill, website Unbiased has warned.

clock 20 October 2012 •

Income

How recycling pension income can help your clients

Adrian Walker discusses the potential benefits of recycling surplus pension income.

clock 25 September 2012 •

uncategorised

Will equity release continue to grow?

Stephen Lowe asks if recent strong growth reported in the equity release market the result of a mini-boom or the start of a sustainable long-term trend?

clock 07 August 2012 •

uncategorised

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 31 July 2012 •

uncategorised

Ten questions clients may ask about IHT

IHT PLANNING

clock 31 July 2012 •

Economics / Markets

Five things your clients will call you about this week

FIVE THINGS

clock 21 May 2012 •

Regulation

'Sloppy' will writers to face legal services regulation

The Legal Services Board (LSB) has released proposals which it says will deliver greater protection to consumers that are writing wills by ensuring everyone providing services in this area is regulated.

clock 24 April 2012 •

Estate planning

'Buried' budget plans offer tax break to non-doms

Chancellor George Osborne "buried" plans in last week's budget to offer a tax break to non-doms, according to an analysis of the budget small print by a Labour peer.

clock 27 March 2012 •

uncategorised

Protected rights: Where are the planning opportunities?

With the forthcoming abolition of Protected Rights, Adrian Walker explains what the key advice issues for clients could be as a result of this change.

clock 20 March 2012 •

Income

Pensioners are still confident about leaving an inheritance says Pru

Nearly half (49%) of people retiring this year are confident they will be able to afford to leave an inheritance despite on-going financial pressure, according to a survey from Prudential.

clock 08 March 2012 •
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