News
Chesnara Life expands adviser support amid regulatory changes
The provider has enhanced its Estate Planning Manual and updated its support services to reflect growing complexity in advising clients.
Estate Planning
News
Octopus Legacy and Shepherds Friendly partner to offer simplified life insurance
The offering aims to address the widespread lack of estate planning among the British public.
News
Millions more households to face inheritance tax as 2027 reforms reshape estate planning, Transact warns
The latest Transact IHT Index projects a tripling of UK households within inheritance tax scope from 2027, as pension wealth becomes subject to estate valuation for the first time.
Wealth Management
63% of advisers face family disputes during IHT planning – Downing
The study showed that 63% of advisers had faced family bust-ups during IHT planning, compared to just 26% seeing disputes when estates were settled.
Financial Advice
FOI reveals 211,000 Trusts registered with HMRC
A Freedom of Information (FOI) request to HMRC has revealed that 211,381 Trust registrations have been received since the Trustee Registration Service began in June 2017.
News
Advisers urged to use Free Wills Month as an opportunity to take clients’ planning to next level
Advisers have been urged to use it as an opportunity to talk to their clients about taking their estate planning to the next level.