Half of over-45s unaware their main property is subject to IHT
The lack of awareness around inheritance tax (IHT) in the UK has increased in the last year, with half (50%)...
Jack Rose: Five considerations when investing in AIM for IHT
As we enter the last quarter of the tax year, there will be plenty of people looking to use their annual £20,000...
Jessica List: Discretion – damned if you do, damned if you don’t?
Death benefits hit the headlines again last year, with two high-profile cases demonstrating what can happen when things go wrong.
In one case, Mr K...
Robert Gout: LPAs ‘essential’ for Alzheimer’s clients
Robert Gout looks at Alzheimer's disease in relation to financial planning and highlights why setting up lasting power of attorney can be highly beneficial for clients
Paul Darvil: SIPP and SSAS death benefits can be confusing – it’s an age...
Paul Darvill looks at SIPP and SSAS death benefits in his latest column for RP...
AIG Life adapts term assurance for IHT planning
AIG Life has enhanced term assurance to help policyholders cover inheritance tax (IHT) liabilities, writes Adam Saville.
Govt floats AE-style funding approach to social care
The government is considering an "opt-out proposal" modelled on the pensions automatic enrolment system in order to fund social care. Hannah Godfrey finds out more...
Ann Stanyer: Are electronic signatures safe for vulnerable clients?
Ann Stanyer looks at the Law Commission's consultation investigating the use of electronic signatures and asks if enough protection is in place for elderly and vulnerable clients...
RP case studies: Using trusts to retain death benefit control
In the latest RP case study, Jessica List explores how clients can retain greater control over death benefits by utilising trusts instead of pension arrangements...
Bernadette Lewis: Mental capacity and drawdown explained
Bernadette Lewis casts her technical eye over drawdown and mental capacity. Here, she outlines what could happen should clients suffer from conditions such as dementia in older age
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Pension scam report shines light on quality of advisers
Financial advisers and/or unregulated introducers have had some involvement in half of suspected pension scams, a report by the Pension...
