Estate planning

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

The OTS issued a second report on the 20 May 2021 in which it took the view that the current treatment of capital gains on separation and divorce is totally unsatisfactory and needs to change. Neil MacGillivray contemplates if CGT on separation and divorce is set to become a thing of the past...

Matt Dickens looks at business relief linked to estate planning and offers his views on the 'six golden rules' advisers should keep in mind when recommending the solution to clients...

Amy Cole looks at possible tax changes which could see the advice role morph into life coach as advisers help clients roll with the punches...

Tax expert Andrew Jackson looks at potential changes to a wide variety of taxation policies in the wake of Covid-19 and urges advisers to discuss the issues with clients

Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers