Estate planning

Matt Dickens: Six golden rules of business relief

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: How tax simplification is disrupting financial advice

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...

Andrew Jackson: Potential tax issues advisers should discuss with clients

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

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

CGT changes: Breathing space welcomed for divorcees and homeowners

Changes to Capital Gains Tax (CGT) proposed by the Office of Tax Simplification (OTS) have been welcomed by advisers for the extra time they may give clients, writes Jon Yarker.

Bob Champion: Widowed but prepared?

Bob Champion looks at the loss of a spouse in later life and urges advisers to help clients best prepare for the inevitable...

‘Shocking’ figures show quarter of a million get no state pension

A quarter of a million older people who are entitled to some level of state pension are missing out on what is rightfully theirs due to little known rules and claims procedures, according to LCP.

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

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