Estate planning

Estate planning

Increased rates of divorce and marriage among over-65s presents a growing risk pension benefits could go to the wrong person on death, if...

Putting trust clauses in wills can be advantageous despite the residential nil-rate band, as Paul Wilcox explains. Making a will is the cornerstone of retirement...

It may feel as if people have been talking about the residence nil-rate band for some years but, in reality, it only started phasing...

Not only does the ‘gift and loan’ IHT strategy not use up any valuable allowances, explains Paul Wilcox, it is uncontroversial because it does...

Paul Wilcox analyses whether high care home fees prevent people passing wealth to their children. Getting older happens to us all, but the potential expense...

A single picture from John Cridland’s Independent Review of the State Pension Age contains a very important message, believes Bob Champion. Pension experts maintain someone...

On 6 April, the inheritance tax (IHT) residence nil-rate band (RNRB) will come into force, writes Gareth Hughes. Available in addition to the existing nil-rate...

Sponsored content: Clare Moffat considers the impact of inheritance tax on pension death benefits and the potential impact of the Staveley case The rise in defined...

Andrea Rozario explores how the equity release market can help retirees meet their mortgage shortfall. One can hardly call the past few years boring and...

A recent ruling from the Upper Tax Tribunal has cast serious doubt over HMRC’s position on pension transfers where the member is in ill-health...

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In the final part of our roundtable on key pension and retirement issues, RP asks what the industry can do to better engage consumers...