Estate planning

Estate planning

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...

The lifetime mortgage market did well throughout 2016 as annual lending records were broken, new lenders joined the market and exciting products were launched,...

As another unforeseen event adds to the volatility of world markets, once again we see the features of particular asset classes being examined. Low...

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Clients who took an uncrystallised funds pension lump sum payment could be owed thousands of pounds on overpaid tax, as Tom Selby explains. If your...