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Just Group

Later life care plans for clients high on the agenda for advisers

Your profession

Later life care plans for clients high on the agenda for advisers

Nearly all advisers said care forms part of their client planning conversations

clock 16 October 2023 • 1 min read
Adviser help with care for loved ones highlights need to make own plans

Your profession

Adviser help with care for loved ones highlights need to make own plans

Half of over 45s arranging care for loved ones go on to make own plans

clock 16 October 2023 • 2 min read
PA360 North: SLI means wealth accumulators can 'ride out' volatility

Retirement income

PA360 North: SLI means wealth accumulators can 'ride out' volatility

‘SLI can mean sustaining income for the rest of a client’s life’

clock 04 October 2023 • 1 min read
Gap between best and worst  annuities on offer widening with age

Pensions

Gap between best and worst annuities on offer widening with age

The best-worst annuity gap is 16% at age 75, higher than other age groups

clock 07 August 2023 • 1 min read
Fewer retirees taking regulated advice on decumulation options

Income

Fewer retirees taking regulated advice on decumulation options

Analysis of FCA product data showed drop in last five years

clock 03 July 2023 • 2 min read
Annuity rates: Gap between best and worst rises to four-year high

Income

Annuity rates: Gap between best and worst rises to four-year high

Analysis finds gap could leave retirees potentially £500 a year worse off

clock 13 June 2023 • 2 min read
Rising IHT receipts should be 'wake-up call' to take tax advice

Tax planning

Rising IHT receipts should be 'wake-up call' to take tax advice

‘More good news for the Treasury’ as April nets £0.6bn

clock 23 May 2023 • 2 min read
IHT goes 'mainstream' as latest HMRC receipts hit record high

Tax planning

IHT goes 'mainstream' as latest HMRC receipts hit record high

Receipts for April 2022 to March 2023 reach £7.1bn

clock 25 April 2023 • 3 min read
Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
IHT tax take forecast to increase by £3bn in 'substantial' rise

Tax planning

IHT tax take forecast to increase by £3bn in 'substantial' rise

Office for Budget Responsibility predicts IHT receipts will grow

clock 16 March 2023 • 1 min read
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