Home Estate planning

Estate planning

Hard-hit NHS staff: Advisers discuss new tax year challenges

As the new tax year begins Jon Yarker talks to advisers about the challenges clients may face, including dealing with the 'stealth tax' measures from this year's Budget...

Lasting Power of Attorney applications drop 30% during pandemic

Lasting Power of Attorney (LPA) registrations fell "significantly" during the pandemic as lockdown measures made the process more onerous, according to official figures.

Libby Holding: Why Lasting Power of Attorney is in everyone’s best interest

Libby Holding explores a recent court case of whether a care home patient with dementia should be given the Covid-19 vaccine against her son's wishes or not

Tax Day: Treasury moves to cut IHT red tape

Bureaucracy linked to inheritance tax (IHT) for smaller estates will be scaled back to make the process simpler, the Treasury has announced.

Francesca Gandolfi: Using flexible trusts for later life security

Francesca Gandolfi explores the use of flexible reversionary trusts to pay for later life care

Stephen McPhillips: Is Benjamin Franklin still on the money?

Stephen McPhillips bases his latest RP article on Benjamin Franklin's famous "death and taxes" phrase. But is he still on the money?

Spring Budget 2021: Ten key takeaways for advisers

From extending the stamp duty holiday, revisiting DC investments to cancelling alcohol duties. Here are 10 key takeaways from the Spring Budget 2021

Adrian Boulding: Five key post-Covid client needs

As we tentatively emerge from lockdown, Adrian Boulding looks at the five key themes advisers may wish to discuss with their clients in the 'new normal'

Trisha Siddique and Helen Barnett: CGT and divorce explained

Lawyers Trisha Siddique and Helen Barnett look at the CGT consequences of divorce in light of potential changes in the upcoming Budget

Kim Jarvis: In advisers we trust

Kim Jarvis looks at the expansion of the Trust Register Service in her latest article for Retirement Planner
 

Popular articles

RP case studies: Transfers in drawdown explained

Justin Corliss explores a set of circumstances where switching drawdown contracts may result in better client outcomes