inheritance

Caring about Equality

Adviser / Broking

Caring about Equality

Lessons from Rogers v Wills for financial advisers

clock 13 June 2025 • 4 min read
Why protection should be part of the mainstream when it comes to advice

Individual Protection

Why protection should be part of the mainstream when it comes to advice

"More financial commitments mean a greater reliance on income"

clock 16 August 2023 • 4 min read
Aviva adds legal offering to group life proposition

Group Protection

Aviva adds legal offering to group life proposition

Includes life planning and estate administration tools

clock 28 February 2023 • 2 min read

Adviser / Broking

Probate fees: Unmarried couples' life cover most at risk

'False alarm'

clock 17 April 2019 • 4 min read

Adviser / Broking

Advisers 'failing to connect' with baby-boomer heirs - Zurich

'Missed opportunities'

clock 23 November 2018 • 1 min read

Adviser / Broking

Nearly two-thirds of people do not have will in place - Drewberry

More than a quarter have 'no idea' how family would cope financially without them

clock 14 September 2018 • 1 min read

Technology

Guardian 'Payout Planner' explained

Policyholders nominate beneficiaries of a death benefit at application stage without the need for probate or a trust in place

clock 24 May 2018 • 2 min read

Individual Protection

Protection's trust problem

Failures in the trusts solution are damaging consumer trust in protection, writes Ruth Gilbert

clock 09 March 2018 • 6 min read

Individual Protection

In policies we trust

In the famous words of Benjamin Franklin, in this world nothing can be said to be certain except death and taxes. Many mistakenly believe, however, that inheritance is the same.

clock 27 March 2017 • 3 min read