Estate planning

Ideas put forward by industry experts in post-Budget technical consultation

December receipts totalled £620m up 13%

134% rise in year-long cases

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'

Aims to provide clarity on tax rules and the legalities of estate planning

'LPAs can be a real asset if used properly'

What advisers can learn from the Roy family...

There are ways to mitigate an anticipated inheritance tax bill

'My top tip for futureproofing your will is follow the golden rule'

How to avoid challenges to a will after a client death