Estate planning

How lifetime gifts can undermine taper relief and estate planning

Whole of Life

How lifetime gifts can undermine taper relief and estate planning

The hidden IHT trap

clock 25 June 2025 • 5 min read
Caring about Equality

Adviser / Broking

Caring about Equality

Lessons from Rogers v Wills for financial advisers

clock 13 June 2025 • 4 min read
Wills law reform: Why advisers must stay informed

Individual Protection

Wills law reform: Why advisers must stay informed

Implications for protection

clock 30 May 2025 • 6 min read
Partner Insight: Unlocking protection opportunities - advising high net worth clients

Individual Protection

Partner Insight: Unlocking protection opportunities - advising high net worth clients

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients

clock 21 May 2024 • 4 min read

Adviser / Broking

Boutique wealth manager publishes guide to protection

'How to buy protection insurance' by EQ Investors

clock 14 November 2018 • 1 min read

Whole of Life

Former judge warns of 'lack of safeguards' in power of attorney

'Lack of transparency'

clock 16 August 2017 • 2 min read