Financial planner complains about “age-old insurance company technical deficiency” over trust deed.
Senior partner urges advisers to think about tax planning in terms of benefits in retirement.
You can now apply online for individual protection for your client’s pension savings.
A growing number of British expats are likely to “sever financial ties with the UK”, advisory group warns.
The impact of lifetime allowance changes on A-Day protection has been neglected.
Savers will be able to take lump sums from uncrystallised pot if they do not opt for drawdown or annuity.
Analysis & Opinion
Understanding some of the acronyms facing those at the point of retirement offers an insight into the changes afoot
A government consultation threatens to overhaul the principles of trust-based estate planning, explains Danny Cox.
The tax man takes the biggest chunk out of investor’s cash, says Novia’s Paul Boston.
More on Tax Planning
Aug 28, 2014
This week the shopper visits Tunbridge Wells in Kent. He is 45 and requires advice on inheritance tax and estate planning. He plans to get married...
Aug 01, 2014
Survey of 4,000 adults found that most could not identify the current threshold or the tax rate that would apply.
Jul 23, 2014
Lack of expertise and confidence in tackling inheritance planning leads clients to lose out.
Jul 22, 2014
Government will confirm its intentions over the current 55 per cent rate in the Autumn Statement.
Jul 15, 2014
The sums in question could run into millions of pounds, depending on the scale of a taxpayer’s investment.
Jul 10, 2014
Advisers with expatriate clients, or whose clients’ investments span multiple jurisdictions, may find a more level playing field as global...