Estate planning

Bob Champion: Why the later life adventure is a personal journey

Bob Champion looks at the Institute of Fiscal Studies' End of Life data set which throws up some interesting stats which advisers can use to drive client conversations...

George Houston: Are clients really interested in IHT?

George Houston looks at the emotive issue of IHT and says, while it is never straightforward, a discussion with clients is an essential part of the advice process

John Humphreys: Trusts, trust and family wealth planning

John Humphreys has trust issues. Here, he runs through the key considerations for advisers when working with families who wish to pass wealth from one generation to another...

Later life advisers must broaden approach to suit client needs

Later life advisers should look to broaden their range of services and offer an "ensemble" proposition to better serve changing client needs, reports Jenna Towler

Revealed: All the winners of the Retirement Planner Awards 2018

All the winners of the Retirement Planner Awards 2018

RP Forum 2018: ABI’s Rob Yuille confirmed as keynote speaker

Retirement Planner reports...

Emma Gadsden: Can IHT be made ‘fit for purpose’?

With the Office for Tax Simplification launching a wide-ranging consultation into inheritance tax, Emma Gadsden runs through the various issues likely to be of interest to advisers and their clients

Rachel Vahey: Working through the tax allowance maze

Not content with tackling inheritance tax, the Office of Tax Simplification has turned its attention to the taxation of savings income. Rachel Vahey offers her thoughts on where they should particularly focus

Adrian Boulding: The multiple benefits of ‘lifetime giving’

New gift proposals by the Intergenerational Commission offer a great route for advisers to engage the next generation, believes Adrian Boulding

Revealed: All the nominees for the 2018 Women in Financial Advice Awards

RP's sister title Professional Adviser has unveiled the 'long list' of the almost 400 individuals nominated across the different categories in the inaugural Women in Financial Advice Awards.

Popular articles

British Steel compensation pay-outs pass million-pound mark

Redress paid out by the Financial Services Compensation Scheme (FSCS) to clients of collapsed British Steel firm Active Wealth UK has now surpassed the...