Estate planning

SOLLA and Just Group update adviser vulnerability training

A popular adviser training module focused on client vulnerability has been updated to incorporate latest regulatory guidelines and information on the Covid-19 pandemic.

Patrick Kennedy: Time to get clients’ IHT house in order

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: IHT and terminally ill clients

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

Libby Holding: ‘Tis the season for estate planning

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

Chloe Faulkner: Can anyone afford to not have an LPA?

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

Andy Woollon: IHT planning to future-proof clients’ legacy

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

Anna Murdock: How school fees could pay for themselves

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

Advisers to hit the drawing board if govt overhauls CGT

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.

CGT tax plans ‘highly concerning’, advisers warn

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.

Andy Woollon: Always look on the bright side of life (and estate planning)

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

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RP case studies: Transfers in drawdown explained

Justin Corliss explores a set of circumstances where switching drawdown contracts may result in better client outcomes