Estate planning

The amount of money HM Revenue & Customs received from Inheritance Tax (IHT) fell in 2019/20 for the first time in 10 years.

Rather than a simple 'spend spend spend' message to get the economy back on its feet Bob Champion argues equity release could play a central role in the UK's economic bounceback.

The importance of Lasting Power of Attorneys should never be underestimated and especially so during times like these, writes Scarlett Musson, who details how they can help clients in a time of Covid-19.

Following the pension freedoms, many believe that pilot trusts, also known as bypass trusts, are redundant, but that isn’t necessarily so, writes Neil Jones.

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.