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IHT

Whole of Life

Budget 2015: Inheritance tax threshold to rise

Leaked documents from the upcoming 2015 Budget have shown that the threshold for inheritance tax (IHT) is set to rise for the first time since 2009.

clock 17 March 2015 •

Whole of Life

L&G launches online trust hub

Legal & General (L&G) has launched an online trust hub to simplify the process of setting up a trust for protection policy holders.

clock 16 March 2015 •

Whole of Life

Aegon 'bullish' following early WOL results

Aegon's results for the first 10 weeks of its latest whole of life offering have exceeded expectations for the provider with the results described as 'fantastic' by its protection director.

clock 07 January 2015 • 1 min read

Adviser / Broking

Majority of advisers see future for simplified products

Advisers support the introduction of simplified protection products, with 79.4% seeing a place in the market for them, a survey has found.

clock 11 December 2014 •

Adviser / Broking

Govt abandons nil rate trust band plans

The Chancellor's Autumn Statement has confirmed that the single settlement nil rate band on trusts will not come into effect in April 2015 following consultation responses.

clock 04 December 2014 •

Whole of Life

PayingTooMuch includes Aegon's WOL policy

PayingTooMuch has included Aegon UK's Whole of Life insurance product into its insurance comparison service.

clock 22 October 2014 • 1 min read

Adviser / Broking

Adviser workshops on estate planning launched

Workshops to help advisers understand risks associated with helping elderly clients plan for later life will be held across the UK in October and November.

clock 20 October 2014 •

Individual Protection

New intestacy laws come into effect

Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.

clock 01 October 2014 •

Business

Protecting the small business market

It is not only individuals who need protection; SMEs are vulnerable, too. Steve Casey outlines a lucrative source of business.

clock 18 August 2014 •

Whole of Life

Thousands more families to face IHT bills this year

Thousands more families will be required to pay inheritance tax (IHT) this year as an improving economy and rising house prices pull them above the threshold, according to figures.

clock 16 June 2014 •
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