Estate planning

Earlier this week, Neil MacGillivray took a view on what taxes may be implemented to subsidise the government's recent surge in Covid-19 spending but, after Wednesday's summer economic update from the Chancellor, the tax expert says Rishi Sunak is still all "give, give, give"...

Bob Champion runs through a lockdown family scenario which he predicts might just become more common as the scenario pans out. Here, he writes, later life advisers may find themselves busier than ever as we ease restrictions.

Two years on from her previous article, Jessica List returns to the issues surrounding discretionary death benefits which are still causing headaches for administrators...

Advisers can use their expertise to help clients help their families during these extraordinary times, writes Clare Moffat.

Caoilionn Hurley explains how IFAs can help clients deal with estate planning inertia.

It can often take an external ‘shock’ to change custom and practice in an industry, writes Philip Dickinson. Here he explores how the pensions sector has been changed for the better by Covid-19.

It is easy to see why blue-light relief has become more relevant during the coronavirus pandemic, writes Libby Holding, who explains which clients the relief may apply to and in what circumstances.

Bob Champion looks at the prospects for life after Covid-19 and asks how financial services can change and evolve to serve clients operating in the 'new normal'. He says 'normal will never be the same but the time to prepare for it is now'.

Kim Jarvis looks at personal injury trusts and explains what advisers need to know to help people deal with large sums after sometimes tragic events...

Despite rule changes, there are still a number of reasons naming a trust a trust as a beneficiary can lead to good outcomes. Jessica List explains all