Estate Planning
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The rise of the sandwich generation client
Intergenerational planning is coming under pressure as a growing cohort of clients is being pulled in two directions at once, supporting ageing…
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The pitfalls of a DIY will: a decade to settle Sean Hughes’ estate
Each month in the UK, there are more than 6,000 Google searches* by people looking for information about writing their own will,…
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Preparing for tomorrow: the role of trusts in ‘The Great Wealth Transfer’
More wealth than ever before is expected to pass from older generations to younger ones over the coming years in what has…
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Part 3: Pension planning in a post-lifetime allowance world | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the third and final instalment in a 3-part mini series on the new tax…
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Part 2: Inheritance tax planning in a world of frozen thresholds | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the second in a 3-part mini series on the new tax year. This second…
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Probate cases taking nearly two years to be granted soar 131%
New analysis of Freedom of Information (FoI) data obtained from the Ministry of Justice by Quilter, the financial adviser and pension provider,…
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Part 1: Adapting to lower tax allowances | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the first in a 3-part mini series on the new tax year. This first…
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Inheritance tax planning set to become more complex as business relief rules change, warns Aberdeen Adviser
Financial advisers and paraplanners may need to revisit estate planning strategies for business owners and investors ahead of significant changes to business…
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Aberdeen Adviser launches Trust Service to help advisers deal with the £7 trillion tsunami of family money washing up on their shores
As succession planning and wealth transfer continue to move higher up the agenda for many families, access to reliable technical support and…
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Adviser conversations linked to higher charitable giving in Wills, new research shows
Professional advisers are playing a critical role in shaping clients’ decisions to include charitable gifts in their Wills, according to new consumer…
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