Home Estate planning

Estate planning

George Houston: In trusts we trust

A colleague asked me to look at a couple of trust documents recently. They had both been established some decades ago and I found...

Retirement Planner Awards 2018 now open for entries

Do you think you stand head-and-shoulders above the rest when it comes to providing top-quality retirement planning and pensions advice services? If so, now...

Just and ILC-UK launch project to tackle later life vulnerability

Just and ILC-UK have launched an initiative to develop solutions for tackling vulnerability in later life after the Financial Conduct Authority (FCA) called...

Andrew Aldridge: How to pick the right EIS provider for your clients

There has been a significant uplift in the degree of interest in the Enterprise Investment Scheme (EIS) recently - particularly since the Budget and...

Tom Selby: The life expectancy guessing game

Retirement planning is littered with risks and unknowns that advisers and clients need to navigate carefully. What will the impact of inflation be? When will...

Scottish high-earners to pay more income tax than elsewhere in UK

In today's draft Scottish Budget, cabinet secretary for finance Derek Mackay announced five new income tax bands, which will lead to high-earners...

Helen O’Hagan: The ‘WHAT’ of Trusts – excluded property trusts

In the fourth article in her series in trusts, Helen O’Hagan aims to make the trust journey simple and less complex. Previously she’s looked at gift...

Paula Myers: Why out-of-date wills ‘can spell disaster’ for cohabiting couples

The Office for National Statistics (ONS) recently released its Families and Households survey results for 2017, revealing that the second largest type is the...

For richer, for poorer: The financial benefits of marriage

As Prince Harry and Meghan Markle announce their engagement, we ask a range of financial experts to explain the monetary benefits of...

Govt hints at future IHT reform with Treasury research

The government has hinted at reforming the current inheritance tax (IHT) system after commissioning research into the complex area.

Popular articles

FCA scrutinises DB transfer advisers with extensive survey

The Financial Conduct Authority (FCA) has sent 45 advice firms a questionnaire containing more than 50 questions designed to probe...