Estate planning

Kim Jarvis: Top three adviser IHT queries – and how to address them

Inheritance tax (IHT) has of late become a hot topic for advisers - no doubt fuelled by last year's review from the...

Half of over-45s unaware their main property is subject to IHT

The lack of awareness around inheritance tax (IHT) in the UK has increased in the last year, with half (50%)...

Jack Rose: Five considerations when investing in AIM for IHT

As we enter the last quarter of the tax year, there will be plenty of people looking to use their annual £20,000...

Jessica List: Discretion – damned if you do, damned if you don’t?

Death benefits hit the headlines again last year, with two high-profile cases demonstrating what can happen when things go wrong. In one case, Mr K...

Robert Gout: LPAs ‘essential’ for Alzheimer’s clients

Robert Gout looks at Alzheimer's disease in relation to financial planning and highlights why setting up lasting power of attorney can be highly beneficial for clients

Paul Darvil: SIPP and SSAS death benefits can be confusing – it’s an age...

Paul Darvill looks at SIPP and SSAS death benefits in his latest column for RP...

AIG Life adapts term assurance for IHT planning

AIG Life has enhanced term assurance to help policyholders cover inheritance tax (IHT) liabilities, writes Adam Saville.

Govt floats AE-style funding approach to social care

The government is considering an "opt-out proposal" modelled on the pensions automatic enrolment system in order to fund social care. Hannah Godfrey finds out more...

Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Ann Stanyer looks at the Law Commission's consultation investigating the use of electronic signatures and asks if enough protection is in place for elderly and vulnerable clients...

RP case studies: Using trusts to retain death benefit control

In the latest RP case study, Jessica List explores how clients can retain greater control over death benefits by utilising trusts instead of pension arrangements...
 

Popular articles

XPS Pensions: Up to 1.5% of eligible members quitting DB schemes...

XPS Pensions has combined its transfer value index and its transfer activity index to create a transfer watch service to understand the...