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Estate planning

Part of the plan: LPAs are the missing piece of the advice jigsaw

Estate planning

Part of the plan: LPAs are the missing piece of the advice jigsaw

Legislation aims to improve lasting power of attorney system

clock 23 November 2023 • 2 min read
Quarter of advisers leave clients to start estate planning conversations

Estate planning

Quarter of advisers leave clients to start estate planning conversations

The difficulty of discussing death with clients is a barrier

clock 07 November 2023 • 1 min read
Factoring digital assets into the estate planning process

Estate planning

Factoring digital assets into the estate planning process

Useful tools for advisers looking to demonstrate tech savviness

clock 19 October 2022 • 3 min read
PA360 North: Estate planning a 'massive opportunity' for advisers

Estate planning

PA360 North: Estate planning a 'massive opportunity' for advisers

'Help clients gain clarity on where they want their wealth to go'

clock 05 October 2022 • 2 min read
1.5m UK adults retire with outstanding home loans - LV=

Retirement

1.5m UK adults retire with outstanding home loans - LV=

'Navigating the cost of living crisis'

clock 24 June 2022 • 3 min read
IHT receipts up £0.1bn, HRMC figures reveal

Estate planning

IHT receipts up £0.1bn, HRMC figures reveal

‘Successive year-on-year rises’

clock 23 June 2022 • 5 min read
Richard Burgess: Raising the profile of wills and LPAs with clients

Estate planning

Richard Burgess: Raising the profile of wills and LPAs with clients

Wills and LPAs explained

clock 07 June 2022 • 4 min read
Alison Morris: Discretionary investment management and LPAs explained

Estate planning

Alison Morris: Discretionary investment management and LPAs explained

'Welcome news'

clock 04 April 2022 • 3 min read
Graeme Robb: Court case highlights strict LPA rulebook

Estate planning

Graeme Robb: Court case highlights strict LPA rulebook

Transfer made void

clock 21 March 2022 • 4 min read
Lilly Whale: Advisers in prime position to spot LPA financial abuse

Estate planning

Lilly Whale: Advisers in prime position to spot LPA financial abuse

Report to Office of the Public Guardian

clock 14 March 2022 • 6 min read
123
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
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