Estate planning

A case study special on death benefits post-pensions freedom

From wrappers to withdrawals: Ten pension freedom tips for advisers

Product provider Standard Life has put together ten pointers for advisers highlighting the immediate risks and opportunities in the wake of pension freedom. The...

Client wills: Ten important questions advisers should be asking

The Law Society has found that 60% of the population currently doesn't have a will. No doubt some clients will fall into that category and...

Revealed: Retirement Planner Awards 2015 winners

Five outstanding retirement advice firms were honoured at the Retirement Planner Awards 2015.

Estate planning lessons from a family farm dispute

Some people say that promises are made to be broken. Frequently, the courts do not agree. So it was with the estate of Tom Davies...
A case study special on death benefits post-pensions freedom

It’s not easy being an adviser (but why should it be?)

If there were a list of professions judged by how ‘easy’ they are to work within, I’m pretty sure that being a financial adviser...

Steve Webb confirmed as Retirement Planner Forum keynote

Former pensions minister Steve Webb will make a keynote speech at the upcoming Retirement Planner...

OAP divorce rate doubles in just a decade

The divorce rate among pensioners has doubled in a decade. Some 9% of those aged over 65 were divorced in 2011...
Rewriting the rules on retirement planning

Take my advice: Keep death benefits nomination as simple as possible

Over the last two months, the James Hay technical support unit has been inundated with inquiries on the thorny issue of nominating beneficiaries. Now nominations...

Pension and divorce: Early advice essential after freedom reforms

When new age traveller turned millionaire businessman Dale Vince got divorced 20 years ago he thought it was the end of the matter. However, a...

I knew I was right: Mike Morrison assesses HMRC’s latest IHT update

In the last few weeks, I have continued to travel the highways and byways of the UK, talking about the new pension rules and,...
 

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