Whole of life policy developed in response to research showing lack of cover.
‘Non-advised drawdown is an accident waiting to happen’, says pensions expert and workshop panelist.
Service takes advantage of new Isa rules and expectations of interest spike from next April’s at-retirement reforms.
Thesis presents top tips for charitable giving
Nick Clegg accuses Conservatives of “plagiarising” his party’s tax policy.
Research reveals people far more concerned about ill health, care funding and dementia in their retirement.
Analysis & Opinion
In a lot of the cases full advice should be recommended and would be well worth the expense.
The Labour Party’s proposed tax on properties worth over £2m is unfair and impractical
They’ve been referred to as the biggest changes to pension tax rules for a generation, some say ever.
The country is all but broke, so if there is any spare money going around, it doesn’t need to go in my pocket.
More on Tax Planning
Oct 07, 2014
On Monday (13 October), HMRC will stop demanding information it already has about a deceased taxpayer.
From Pensions| Oct 06, 2014
Insurance industry body reacts to pensions minister’s party conference speech.
Oct 03, 2014
On distributing funds to the deceased’s beneficiaries, remember to guard against potential future claims on the estate
From Special Report: | Oct 03, 2014
Strategies for estate planning and inheritance tax need to be formulated by a qualified adviser
Oct 02, 2014
HMRC should not need – or get – the power to take taxes directly from people’s bank accounts
Oct 02, 2014
Questions remain over how they will be paid for and what will happen to national insurance contributions.