TAX AND ESTATE PLANNING
Why pension inheritance tax changes are about more than just the tax bill for clients
Evelyn Partners' Louise Brooks and Joseph Wicks argue the bigger issue...
The vital shifts reshaping European wealth management
Changing consumer preferences are disrupting and transforming the industry...
When peak wealth meets cognitive decline
Clients often face their most complex financial decisions just as cognitive...
Business Relief has changed: What advisers need to know
Business Relief reforms are reshaping IHT planning. Explore the new BR...
Schroders 2026 UK Financial Adviser Pulse Survey
The Schroders Adviser Pulse Survey provides a valuable snapshot of priorities...
What will the estate planning landscape look like beyond 2027?
“Tax treatment is subject to change.” Over the next few years, that disclaimer...
How advisers can defuse the pension IHT timebomb
Since the Autumn 2024 Budget introduced proposals to bring unspent pensions...
Pension death benefits and IHT: How prepared are you for the 2027 changes?
A structural rewrite of inheritance tax rules will treat unused pensions...
Why trust planning matters more than ever
Quilter’s Rachael Griffin reflects on a decade of the Lifestyle Trust and...
The growing importance of lifetime gifting
As advisers prepare for the changes ahead, many are taking a closer look...
2027 IHT: The clock is ticking
How can advisers prepare clients for 2027’s inheritance tax changes?
How Replacement Business Relief helped preserve a £2 million legacy
A Liverpool family’s business sale shows how quickly Business Relief can...
