Estate planning

A reality check on death benefits

The adviser community greeted the initial announcements on death benefit changes, in September 2014, with disbelief. While it did seem a bit too good to...
The multiple trusts waiting game

What is going on with multiple trusts?

Over the years a strategy of setting up trusts on different days has become a popular wealth planning strategy with advisers. This process, known as the...

Long-term care: Deferred payment agreements explained

The combination of the savings gap and people generally living longer means that long-term care is now an essential part of planning for clients'...

Popular articles

RP case studies: Transfers in drawdown explained

Justin Corliss explores a set of circumstances where switching drawdown contracts may result in better client outcomes