Estate Planning
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Blackfinch Investments expands adviser offering with adapt IHT insured service launch
Blackfinch Investments announces the launch of the Blackfinch Adapt IHT Insured Service – a new optional insured add-on available on the existing Adapt IHT Service. The Adapt…
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Financing and families: Legal Principles and Lessons from the Barclay Case | Charles Russell Speechlys
Tamasin Perkins, Partner at Charles Russell Speechlys, explores the legal and practical lessons arising from the Barclay family dispute, highlighting the risks…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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The importance of keeping a Will
Lisa Caplan, director of Charles Stanley Direct Advice and Guidance at Raymond James Wealth Management, highlights the importance of keeping a Will…
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Trusts in focus: Why advisers are rethinking estate planning ahead of the 2026 IHT changes
With significant inheritance tax (IHT) changes on the horizon and growing client interest in estate planning, trusts are firmly back in the…
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Downing’s Nick Priest takes a big-picture look at IHT planning opportunities and why advisers must rethink ‘pension first’ strategies
Sweeping IHT changes have redrawn the financial planning map for advisers. As Nick Priest, Head of Strategic Partnerships at Downing, explains why,…
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Industry reaction: Inheritance tax receipts rise to £7.1 billion in ten months
Inheritance tax (IHT) receipts reached £7.1 billion in the first ten months of the 2025/26 tax year, according to HM Revenue & Customs (HMRC)…
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Scottish Widows launches beneficiary nomination
Scottish Widows has introduced beneficiary nomination to help ensure money goes to the right people and to speed up payments to beneficiaries…
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General public backs law change to stop ‘predatory marriage’ inheritance abuse
Public support for reform of inheritance law has surged demanding better protection for vulnerable people making Wills with deep concern about predatory…
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AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities
AJ Bell Investcentre has today launched its first onshore bond link, the Countrywide Assured Onshore Bond, in partnership with Countrywide. Offering a…
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