Estate planning

Bernadette Lewis: Mental capacity and drawdown explained

Bernadette Lewis casts her technical eye over drawdown and mental capacity. Here, she outlines what could happen should clients suffer from conditions such as dementia in older age

Govt ‘care ISA’ proposal snubbed by experts

The government is considering introducing an IHT exempt 'care ISA' to tackle the social care crisis, writes Hannah Godfrey.

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...
 

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MPs offer FCA compromise on DB transfer contingent charging ban

The Work and Pensions Select Committee (WPC) has called on the FCA to explore the case for setting an upper...