Estate Planning
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AJ Bell Investcentre launches a discretionary loan trust for advisers taking care of clients’ IHT and estate planning needs.
This comes following the launch of a discretionary gift trust and absolute gift trust for use with AJ Bell Investcentre General Investment Accounts (GIAs)…
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Missing wills and pensions expose families to inheritance delays and extra costs
New research from Canada Life1 reveals a widespread lack of awareness about where important family documents and financial policies are kept, leaving millions at…
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House of Lords report warns bringing pensions into IHT will create ‘significant delays and costs’
Rachel Vahey, Head of Public Policy at AJ Bell, responds to a House of Lords report warning that plans to bring unused…
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Royal London launches innovative IHT hub to support advisers
Royal London, the UK’s largest mutual provider of life, pensions, and investment services, has launched its new Inheritance Tax (IHT) hub, a comprehensive,…
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Experts react as inheritance tax heads towards another record haul
Inheritance tax receipts continue to rise, highlighting the growing impact of fiscal drag and recent policy changes on UK families and business…
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New inheritance tax risks emerge from Reeves’ Budget for those who made their own wills, legal experts warn
A legal expert has warned that Rachel Reeves’ new Budget changes could significantly affect how people write and update their wills, and…
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Why getting important documents in order should be your New Year’s resolution
As people enter the New Year with intentions to reset, declutter and get organised, digital life admin platform SafeKeep is urging households…
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Elderly people encouraged to tell loved ones where their will is this Christmas
As families gather for Christmas, digital life admin platform SafeKeep is encouraging people to have meaningful conversations with older relatives about organising their essential…
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Rachel de Souza, RSM, talks about how to help clients to pass on wealth with purpose
Families are rethinking how, when and why they pass wealth on, not just because of tax headlines, but because priorities, relationships and…
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DIY wills and AI: Why your clients should think twice
With AI-powered will-drafting tools on the rise, more clients are tempted to take a DIY approach—but the hidden legal and financial risks…
![[UNS] tax](https://ifamagazine.com/wp-content/uploads/2024/11/getty-images-gA9N92x8Yko-unsplash.webp)
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