Estate planning

Charlene Young: IHT changes for simple estates don’t go far enough

Charlene Young outlines why government moves to strip back IHT red tape do not go far enough...

Anna Davies: Power of attorney lessons from Kate Garraway’s struggle

Anna Davies explains the intricacies and importance of power of attorney, something advisers may wish to pass on during client conversations...

Caroline Holley: Safeguarding clients’ finances during a lockdown divorce

Lockdown may have been the straw that broke the camel's back for some couples heading towards divorce proceedings. Here Caroline Holley outlines tips for advisers

Nominations open for Women in Financial Advice Awards 2021

RP and PA are pleased to announce that nominations for the 2021 Women in Financial Advice Awards are now open.

Bob Champion: Why advisers need to brush up on LTC planning

Bob Champion looks at the impact of the Covid-19 pandemic and urges advisers to brush up on their long-term care planning knowledge and skills

Canada Life names Lindsey Rix UK chief executive

Canada Life has hired Lindsey Rix as UK chief executive following her departure from rival provider Aviva.

Hard-hit NHS staff: Advisers discuss new tax year challenges

As the new tax year begins Jon Yarker talks to advisers about the challenges clients may face, including dealing with the 'stealth tax' measures from this year's Budget...

Lasting Power of Attorney applications drop 30% during pandemic

Lasting Power of Attorney (LPA) registrations fell "significantly" during the pandemic as lockdown measures made the process more onerous, according to official figures.

Libby Holding: Why Lasting Power of Attorney is in everyone’s best interest

Libby Holding explores a recent court case of whether a care home patient with dementia should be given the Covid-19 vaccine against her son's wishes or not

Tax Day: Treasury moves to cut IHT red tape

Bureaucracy linked to inheritance tax (IHT) for smaller estates will be scaled back to make the process simpler, the Treasury has announced.
 

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