Estate Planning
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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…
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Gifts to charity in Wills rises to £980m as more estates seek to cut inheritance tax
The total value of gifts left to charity in people’s Wills rose to £980m last year, partly as a result of testators…
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Why early estate planning is key to effective generational wealth transfer | legal insight for advisers from Collyer Bristow experts
When it comes to passing on wealth, hindsight is no substitute for foresight. In this exclusive IFA Magazine article, we’re grateful to…
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Why every client needs a will – and how advisers can guide the conversation | Jonathan Foster, Wilsons Solicitors
The reality is that wills are not just for the wealthy. There are many reasons why clients of all ages and life…
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Estate planning should be a family-wide conversation: are unused pensions the catalyst many needed to start the process?
Written by Caroline Foulger, Partner at Hunters Law LLP Inheritance Tax has never been straightforward, yet many refer to it as a…
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HSBC Life UK commits to supporting estate planning growth
HSBC Life (UK) Limited has shown its commitment to supporting the growing need for estate planning with the launch of new tools…
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Number of estates liable to inheritance tax rises by 13% ahead of ‘seismic’ reforms due next year
New figures released by HMRC today show that the number of estates liable to pay inheritance tax rose by 13% in 22-23 vs the…
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