Estate planning

Elaine Turtle: Quirky scheme pension death benefit rules explained

Elaine Turtle looks at what happens when a scheme pension member dies and how to safely navigate the arrangement’s quirks

Budget 2020: What are the 10 key takeaways?

Budget 2020: What are the 10 key takeaways? Professional Adviser and Investment Week report

Budget 2020: Govt fails to ‘get it done’ on social care

Chancellor Rishi Sunak only gave a “vague indication” of how social care funding will be tackled in his inaugural Budget.

Hilary Banks: Financial services must adapt to better serve female clients

Hilary Banks asks how financial services and products can adapt to attract and better serve more female clients

Anna Sofat: Why women are opting out of corporate culture

Women drop out of corporate culture at an average age of 38, leading to a "talent drain" from companies in the investment industry, Addidi Wealth's Anna Sofat told delegates at the inaugural Women in Investment Festival.

Neil MacGillivray: The tax quirks of jointly held investments between spouses

Last month, I looked at how married couples and civil partners could consider transferring investments from one party to the other to maximise unused...

Jonathan Simmons: Three adviser challenges in the ‘inheritance economy’

Jonathan Simmons looks at the three biggest challenges advisers face when dealing with the delicate subject of IHT

London MP to push for ‘fundamental’ review of FSCS levy

Newly-elected Conservative MP for Cities of London and Westminster Nickie Aiken has said she will call for a “proper, fundamental review” of the FSCS levy funding after hearing from financial advisers.

Revealed: All the nominees for the Women in Financial Advice Awards 2020

Retirement Planner is delighted to unveil the 'long list' of the almost 600 individuals nominated across all the categories in the 2020 Women in Financial Advice Awards.

Neil Jones: Sibling rivalry – maybe not for IHT

Neil Jones looks at the latest IHT development - updates to the rules concerning gifts between siblings - and asks if this is a taste of things to come...

Popular articles

Gareth James: Regrets, I’ve had a few…..

Gareth James reflects on the difference between regret and disappointment and warns drawdown investment pathways could be an experiment the FCA comes to regret...