Estate planning

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,...

Revealed: The Retirement Planner Awards 2015 shortlist

The shortlist of advice firms in the running for the Retirement Planner 2015 Awards has...

The mounting importance of LTC advice post-pensions freedom

The coalition government will be known for its pension reforms. These include: • Freedom of access to private money purchase pensions from April 2015 • Major...

Inheritance tax: Lessons on intestacy from comic genius Rik Mayall

When Mayall died unexpectedly in June last year, he left behind an estate worth around £1.2m but did not have a will in place. Under...
 

Popular articles

Bob Champion: Understanding the significant impact of inflation

Bob Champion looks at the impact inflation can have on a person's retirement and asks if retirees should be explore equity release options as economic stability remains elusive.