Tag Result: estate planning
Brokers rage over ‘idiotic’, ‘irresponsible’ and ‘economically illiterate’ inheritance tax plans ‒ analysis
Brokers have been damning about the potential for the government to remove inheritance tax...
Property makes up half of wealth of London estates stung by inheritance tax
Property makes up half the wealth of estates in London paying inheritance tax (IHT), twice...
John Charcol enters referral partnership with Trinity Lifetime Partners
Broker firm John Charcol has exclusively partnered with Trinity Lifetime Partners, a finan...
Key ditches ‘equity release’ from name in rebrand
Key Equity Release is rebranding to Key Later Life Finance to highlight its focus on the o...
Engaging with clients is priority #1 for advisers – SimplyBiz
The latest poll by SimplyBiz revealed the chance to bolster customer engagement through di...
Income diversity can help future proof your business
Protecting your business for the long term can be difficult to prioritise when the going i...
Leeds Building Society partners with UK law firm to roll out probate service
Leeds Building Society has partnered with law firm Irwin Mitchell to support members and t...