Estate planning

Revealed: Final shortlists – 2018 Women in Financial Advice Awards

Regional categories for Financial Adviser of the Year

Erica Hancock: Messed laid plans – five estate-planning ‘red flags’

Many people are, unfortunately, still less comfortable with the idea of estate-planning and will-writing than they are with other types of financial planning, writes Erica Hancock

George Houston: Passing down the gift of clarity

George Houston talks about the loss of his dear mum and the lessons he learned from being her Executor, most-importantly the importance of clear instructions in estate planning

Revealed (4): More shortlists – 2018 Women in Financial Advice Awards

Contribution to Gender Diversity, Most Inspiring Returner and more

Revealed (3): More shortlists – 2018 Women in Financial Advice Awards

Role Model, Social Media Influencer and more

Revealed: More shortlists for 2018 Women in Financial Advice Awards

This week and next, Professional Adviser and Retirement Planner are proudly publishing the shortlists for the inaugural Women in Financial Advice Awards.

Revealed: First shortlists for 2018 Women in Financial Advice Awards

Rising Star, Mentor of the Year and more

Peter Hopkins: The nitty-gritty of discretionary death benefits

Peter Hopkins looks at discretionary death benefits and sets out a detailed list of dos and don'ts when going through the process with clients...

Fiona Heald: The importance of setting up powers of attorney

Solicitor Fiona Heald explores the importance of powers of attorney and urges advisers to give clients a nudge to help get the process started

Neil MacGillivray: Is the abolition of IHT on its way?

If the current IHT regime's days really are numbered, writes Neil MacGillivray, then advisers with clients who have held off making gifts for IHT planning purposes may want to get them to act

Popular articles

Laura Suter: Six funds to consider in times of volatility

The jittery markets at the end of last year no doubt led to some advisers getting more pre-Christmas calls from their clients than usual...