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Home > Investments > Tax Efficient Investments

Tax Efficient Investments

Latest News

From Pensions| May 28, 2015

Over a third of older retirees have run out of money: Bower

Private pension wealth drops off quickly after the age of 75, according to government figures.

May 26, 2015

Canada Life launches new whole of life product

Firm targets owners of large estates and overseas investors.

From Pensions| May 26, 2015

MGM merges with Stonehaven and rebrands

Combined firm plans new product launch in this summer.

From Your Industry| May 19, 2015

New adviser launches for high net worth women

Business built out of previous venture to target “under-served” niche.

From Pensions| May 11, 2015

What does the Tory win mean for you and your clients?

Ahead of the debate please submit advance questions for our expert panel.

From Pensions| May 11, 2015

What the election result will mean for your clients

Were you sad to see former pensions minister Steve Webb MP go, or just glad the Mansions Tax isn’t on the cards?

Analysis & Opinion
‘It would be great if government stopped tinkering’

Interview| May 08, 2015

‘It would be great if government stopped tinkering’

Founder of MMC Ventures reveals what he hopes the new government will do with tax-efficient investments.

From Special Report: Pensions Update - April 2015| Apr 20, 2015

Overhaul opens up opportunities

Advisers may benefit from the pension reforms as clients require more advice for longer.

From Special Report: Pensions Update - April 2015| Apr 20, 2015

The politics of pensions

Will political meddling in pensions continue?

From Special Report: Pensions Update - April 2015| Apr 20, 2015

New rules to bring greater flexibility

Increased flexibility is at the heart of the changes to pensions.

More on Tax Efficient Investments
Special Reports

Investing in Pensions - April 2015

New pension policies present both possibilities and pitfalls.

FTAdviser Blog

Pension freedom will drive more to trusts? Don’t count on it

There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

Special Reports

Tax Efficient Investing - March 2015

Apathy and ignorance to blame for savers losing tax allowances.

FTAdviser Blog

Pensioner bond bonanza shows expediency is everything

News Review: More older investors will be able to access market-smashing savings rates.

FTAdviser Blog

EIS as an annuity substitute post-April

We view EISs as an area where advisers can demonstrate real value to their clients.

Recent Articles
  1. Pension freedom will drive more to trusts? Don’t count on it
    FTAdviser BlogonYour Industry| May 29, 2015

    Pension freedom will drive more to trusts? Don’t count on it

    There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

  2. Octopus develops first platform-bought VCT
    Apr 23, 2015

    Octopus develops first platform-bought VCT

    Deal with Transact takes advantage of a recent rule change.

  3. Investing in Pensions - April 2015
    From Our Publications| Apr 20, 2015

    Investing in Pensions - April 2015

    New pension policies present both possibilities and pitfalls.

  4. Tories place housing at heart of manifesto
    From Your Industry| Apr 14, 2015

    Tories place housing at heart of manifesto

    Pre-election pledges tackle housing, social care and tax.

  5. Not quite end of the road for tax-relieved renewables
    Apr 14, 2015

    Not quite end of the road for tax-relieved renewables

    Many EIS investors will now have financial planning needs around mitigating inheritance tax.

  6. Non-dom taxes become battleground after Labour pledge
    Apr 09, 2015

    Non-dom taxes become battleground after Labour pledge

    Coalition partners both point out shadow chancellor’s inconsistency on cost of policy change.

  7. VCT, EIS used to help mitigate lifetime allowance cut
    From Pensions| Apr 08, 2015

    VCT, EIS used to help mitigate lifetime allowance cut

    Advisers said 15 per cent of clients were expected to breach new lifetime limit

  8. Interview| Apr 01, 2015

    New Tisa chief is proving he is not the retiring kind

    David Dalton-Brown has given up a life of leisure in order to take up the role of director general at Tisa. Here he talks to Melanie Tringham about...

  9. Company purchases on platforms up 19% year-on-year
    Mar 31, 2015

    Company purchases on platforms up 19% year-on-year

    Industry data shows that Transact and Ascentric continue to be the top wraps for investment company purchases.

  10. From Special Report: Multi Asset - March 2015| Mar 24, 2015

    Building a defensive portfolio of Aim shares

    Why small-cap stocks may help form a strong, defensive portfolio.

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