Revealed: All the winners of the Retirement Planner Awards 2018
All the winners of the Retirement Planner Awards 2018
RP Forum 2018: ABI’s Rob Yuille confirmed as keynote speaker
Retirement Planner reports...
Emma Gadsden: Can IHT be made ‘fit for purpose’?
With the Office for Tax Simplification launching a wide-ranging consultation into inheritance tax, Emma Gadsden runs through the various issues likely to be of interest to advisers and their clients
Rachel Vahey: Working through the tax allowance maze
Not content with tackling inheritance tax, the Office of Tax Simplification has turned its attention to the taxation of savings income. Rachel Vahey offers her thoughts on where they should particularly focus
Adrian Boulding: The multiple benefits of ‘lifetime giving’
New gift proposals by the Intergenerational Commission offer a great route for advisers to engage the next generation, believes Adrian Boulding
Revealed: All the nominees for the 2018 Women in Financial Advice Awards
RP's sister title Professional Adviser has unveiled the 'long list' of the almost 400 individuals nominated across the different categories in the inaugural Women in Financial Advice Awards.
Jack Rose: Are we making the most of the residency nil-rate band?
The residency nil-rate band was supposed to help IHT issues in relation to the family home but, writes Jack Rose, it appears people are either unaware of it, not taking full advantage or simply do not qualify
Passing on ISAs: What advisers need to know
While ISAs are tax-efficient investment vehicles during life they can be the opposite when a client dies. Andy Woollon outlines the options for savers and highlights why advice is essential
LPA ‘crisis’ leaves 1.7 million drawdown retirees at risk
Some 79% using pension freedoms to manage their retirement savings face a potential 'later-life financial crisis' as they have not yet set up an LPA
Paul Latham: Three ways to encourage estate planning
Clients are ready for a planning conversation right now, says Paul Latham - the trick is to find something that will engage them. Here he suggests three ways to nudge clients towards earlier planning
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Billy Burrows: Why fixed term income plans deserve advisers’ attention
Retirement specialist Billy Burrows takes an in depth look at fixed term income plans which, he says, should be an option in every adviser's toolbox
