Estate planning

Robert Gout: LPAs ‘essential’ for Alzheimer’s clients

Robert Gout looks at Alzheimer's disease in relation to financial planning and highlights why setting up lasting power of attorney can be highly beneficial for clients

Paul Darvil: SIPP and SSAS death benefits can be confusing – it’s an age...

Paul Darvill looks at SIPP and SSAS death benefits in his latest column for RP...

AIG Life adapts term assurance for IHT planning

AIG Life has enhanced term assurance to help policyholders cover inheritance tax (IHT) liabilities, writes Adam Saville.

Govt floats AE-style funding approach to social care

The government is considering an "opt-out proposal" modelled on the pensions automatic enrolment system in order to fund social care. Hannah Godfrey finds out more...

Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Ann Stanyer looks at the Law Commission's consultation investigating the use of electronic signatures and asks if enough protection is in place for elderly and vulnerable clients...

RP case studies: Using trusts to retain death benefit control

In the latest RP case study, Jessica List explores how clients can retain greater control over death benefits by utilising trusts instead of pension arrangements...

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

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