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Estate planning

Queen’s Speech ‘disappoints’ on social care plans

The government has again promised to bring forward long-awaited proposals on social care reforms but details were not included in the Queen's Speech which was widely regarded as "disappointing" by providers.

Lilly Whale: An executor’s ‘formidable’ task explained

Advisers often push clients to make a will, something that includes appointing executors. Here, Lilly Whale explores the role of an executor and offers guidance on the resulting responsibilities

Neil MacGillivray: Cutting through the complexity of additional permitted subscriptions

Neil MacGillivray looks at ISA subscription limits for surviving spouses and civil partners and tries to make a complex tax situation a little bit more approachable

Charlene Young: IHT changes for simple estates don’t go far enough

Charlene Young outlines why government moves to strip back IHT red tape do not go far enough...

Anna Davies: Power of attorney lessons from Kate Garraway’s struggle

Anna Davies explains the intricacies and importance of power of attorney, something advisers may wish to pass on during client conversations...

Caroline Holley: Safeguarding clients’ finances during a lockdown divorce

Lockdown may have been the straw that broke the camel's back for some couples heading towards divorce proceedings. Here Caroline Holley outlines tips for advisers

Nominations open for Women in Financial Advice Awards 2021

RP and PA are pleased to announce that nominations for the 2021 Women in Financial Advice Awards are now open.

Bob Champion: Why advisers need to brush up on LTC planning

Bob Champion looks at the impact of the Covid-19 pandemic and urges advisers to brush up on their long-term care planning knowledge and skills

Canada Life names Lindsey Rix UK chief executive

Canada Life has hired Lindsey Rix as UK chief executive following her departure from rival provider Aviva.

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...

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Mental Health Awareness Week: The advisers doing their bit

From no-contact boxing to providing support for employees coming back to work, Sophie King looks at what financial advisers are doing to support mental health awareness