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 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 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 should look to broaden their range of services and offer an "ensemble" proposition to better serve changing client needs, reports Jenna Towler
All the winners of the Retirement Planner Awards 2018
Retirement Planner reports...
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
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
New gift proposals by the Intergenerational Commission offer a great route for advisers to engage the next generation, believes Adrian Boulding
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.