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inheritance tax

Regulation

Adviser who lived rent free in client's house jailed

An adviser who lived rent free in a disabled client's buy-to-let house without his consent or knowledge has been jailed for more than two years.

clock 02 February 2015 •

Tax Planning

New intestacy laws come into effect

Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.

clock 01 October 2014 •

Your profession

Happy families? Watertight wills for changing circumstances

Happy families? Watertight wills for changing circumstances

clock 24 September 2014 •

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 •

Pensions

RP: Five things you might have missed

Have you missed this week's pensions news? Here's Retirement Planner's round-up of the top five stories this week.

clock 26 March 2014 •

Pensions

Should business owners choose a SSAS?

Mark Pipe looks at why a SSAS can be the best pension choice for business owners.

clock 21 March 2014 •

Pensions

Three things we learned this week

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

clock 25 February 2014 •

Estate planning

Getting the financial details right in later-life relationships

Susan Midha takes a look at what can be done to prevent family disputes over inheritance.

clock 19 February 2014 •

Estate planning

How not to fall foul of parental settlement rules

Mark Green discusses the role of parental settlement rules in tax planning

clock 30 October 2013 •

Estate planning

Dealing with the financial implications of bereavement

Yellowtail Financial Planning managing director Dennis Hall talks to Helen Morrissey about why he decided to write a guide to putting financial plans in place to deal with the death of a spouse.

clock 23 September 2013 •
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