Regional categories for Financial Adviser of the Year
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 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
Contribution to Gender Diversity, Most Inspiring Returner and more
Role Model, Social Media Influencer and more
This week and next, Professional Adviser and Retirement Planner are proudly publishing the shortlists for the inaugural Women in Financial Advice Awards.
Rising Star, Mentor of the Year and more
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...
Solicitor Fiona Heald explores the importance of powers of attorney and urges advisers to give clients a nudge to help get the process started
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