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Showing articles tagged: Estate Planning

10 Jan

Top three reasons to use a UK bond

We pick three key reasons to choose a UK bond.

18 Oct

Bonds remain firm fixture in portfolios moving into 2019

Our new research shows nearly three quarters of advisers considering writing more bond business.

12 Oct

Paraplanners chart course for bigger role

What’s the future for paraplanners? Our latest research reveals their impacts and big opportunity they have in the industry.

12 Jul

IHT - What were you doing in 2011?

If you were writing IHT business back in 2011, we know that for chargeable lifetime transfers, a client’s NRB renews every seven years – so any IHT business you wrote back in 2011, or earlier, has now dropped out of the client’s estate.

14 Mar

Families set to pay millions in unnecessary tax

Canada Life’s annual inheritance tax monitor has revealed that over half (51%) of over 45s do not know that ISAs are liable for inheritance tax, leaving families across the UK set to pay millions in unnecessary taxes.

1 Mar

Multiple Gains – the simple calculations advisers need to know

In this article we consider the impact of chargeable event gains arising on more than one investment bond in the same tax year.

6 Feb

One in twenty five people believe they are ‘million-heirs’

One person in 25 expect to become ‘million-heirs’, and inherit an estate worth £1 million or more, according to Canada Life’s annual Inheritance Tax Monitor survey of people over 45. Around one person in 50 expects to inherit more than £5 million.

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News

Showing articles tagged: Estate Planning

Top three reasons to use a UK bond

Bonds remain firm fixture in portfolios moving into 2019

Paraplanners chart course for bigger role

IHT - What were you doing in 2011?

Families set to pay millions in unnecessary tax

Multiple Gains – the simple calculations advisers need to know

One in twenty five people believe they are ‘million-heirs’

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Showing articles tagged: Estate Planning

Top three reasons to use a UK bond

Bonds remain firm fixture in portfolios moving into 2019

Paraplanners chart course for bigger role

IHT - What were you doing in 2011?

Families set to pay millions in unnecessary tax

Multiple Gains – the simple calculations advisers need to know

One in twenty five people believe they are ‘million-heirs’

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