Estate planning

Retirement Planner is, itself, retiring on Thursday 15 October 2021.

Inheritance tax (IHT) receipts for April to August this year were £2.7bn - £0.7bn higher than the same period a year earlier.

Chris Read shares his thinking around the four stages of retirement income planning in his latest article for Retirement Planner

With the government’s independent advisers pitching to move the end of the tax year, Neil MacGillivray considers how we wound up with the current tax year end date and challenges the new proposal…

The taxman took in an extra £500m from April to July in inheritance tax (IHT) receipts.

Making a will can be uncomfortable territory for some clients, writes Andrew Megson, but it is a crucial part of the planning process. Here he explores what's stopping them from taking the bull by the horns...

Long-awaited plans for an overhaul of the UK’s social care system have been delayed again until autumn, though industry experts are already assessing the impacts a National Insurance increase could have.

The government has set out plans to reform lasting powers of attorney (LPA) as it seeks to modernise the legal framework around this.

Lilly Whale looks at the options for grandparents looking to financially help their grandchildren in the most tax-efficient way...

Charlene Young looks at power of attorney and pensions and outlines four key things advisers should look out for