Estate planning

When it comes to IHT exemptions, allowances and reliefs it is very much a case of 'use it or lose it', writes Patrick Kennedy

Kim Jarvis explores IHT in light of a life-limiting illness and says while planning in such a scenario may be challenging it can be very worthwhile

As Christmas approaches, most of those celebrating will have finished their shopping and have all their presents wrapped and ready under the tree by now. However, writes Libby Holding, clients may not be aware of the ways in which additional gifts at this time of year and, in some cases, all year round, can help with their estate planning for IHT

Using the sad and well-publicised example of Kate Garraway and her husband Derek Draper, Chloe Faulkner explores why having a Power of Attorney is so important

Now is the very time to be discussing later-life and legacy planning with clients, as coronavirus has brought client’s and their family’s mortality into sharp focus, writes Andy Woollon

While the cost of a private education may be prohibitive to many, Anna Murdock explores how wealthy grandparents can using lifetime gifting to benefit the next generation and avoid hefty IHT bil

Financial advisers have warned they will have to have a rethink if proposals from the government’s capital gains tax (CGT) review come to fruition.

Financial advisers have warned they will have to have a rethink if proposals from the government’s capital gains tax (CGT) review come to fruition.

Greetings, pop pickers. Andy Woollon mixes chart classics with some estate planning insight in his latest article for Retirement Planner...

The Office for Tax Simplification (OTS) has proposed a number of reforms to capital gains tax (CGT) in a hastily produced report, fuelling speculation that the Chancellor is set to make significant changes.