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  • 2 in 3 Planners caught up in family disputes

    Two in three (63%) of Financial Planners have encountered family disputes whilst advising on estate planning, according to a new report.

  • Just 1 in 50 estates maximising IHT gifting rules

    Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.

  • 90% of Planners report jump in IHT advice demand

    More than nine in 10 Financial Planners (94%) have reported a rise in demand for IHT planning advice since the October Budget, according to a new report.

  • Royal London launches second death life cover

    Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.

  • Intelliflo adds estate planning integration

    Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.

  • Real life case study: Martin Bamford of Informed Choice

  • Jason Holmes

    Real life case study: Jason Holmes of Lumen Financial Planning

  • Estate planning CPD workshop

  • Towry website

    Wealth firm: splash cash now to soften inheritance tax blow

  • DeVere website

    Inheritance tax becomes 'major priority' for under 40s

  • HMRC offices

    Financial Planner: IHT to keep rising as receipts hit £3.4bn

  • IFP outlines the key upcoming events for early 2015

  • Retirement and estate planning workshops coming up

  • Advisers expect higher demand for IHT planning

  • Lee Hartley, CEO of Fairstone Group,

    Chartered planners acquire 1500 clients via estate planning firm

  • Estate planning body reveals ex-ABI man as new chief

  • Wealthy snubbing IHT advice and estate planning tools

  • Old Mutual Wealth's Rachael Griffin

    Probate fees rise may be new “stealth tax” - warning

  • Phil Atherton

    MHA Carpenter Box appoints new director

  • Tilney website

    58% of UK adults failing to write a Will

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