Neil MacGillivray: The tax quirks of jointly held investments between spouses
Last month, I looked at how married couples and civil partners could consider transferring investments from one party to the other to maximise unused...
Jonathan Simmons: Three adviser challenges in the ‘inheritance economy’
Jonathan Simmons looks at the three biggest challenges advisers face when dealing with the delicate subject of IHT
London MP to push for ‘fundamental’ review of FSCS levy
Newly-elected Conservative MP for Cities of London and Westminster Nickie Aiken has said she will call for a “proper, fundamental review” of the FSCS levy funding after hearing from financial advisers.
Revealed: All the nominees for the Women in Financial Advice Awards 2020
Retirement Planner is delighted to unveil the 'long list' of the almost 600 individuals nominated across all the categories in the 2020 Women in Financial Advice Awards.
Neil Jones: Sibling rivalry – maybe not for IHT
Neil Jones looks at the latest IHT development - updates to the rules concerning gifts between siblings - and asks if this is a taste of things to come...
Libby Holding: Can estate planning help tackle care fees?
Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...
Treasury plans to tackle NHS pension taper woes widely criticised
Potential changes to the tapered annual allowance threshold, which the Treasury could increase from £110,000 to £150,000 to ease pressure on senior NHS doctors, have been criticised amid calls for wider taxation reform.
Neil MacGillivray: Will hitched couples’ tax advantages go the distance?
As we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners
Government announces March Budget
HM Treasury has confirmed that the government will hold its Budget on 11 March.
John Moret: The age of the customer
There’s been a lot of activity recently linked to the new Senior Managers & Certification Regime (SM&CR).
The last few months have seen an avalanche...
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Failed GPC SIPP receives 799 FSCS complaints
The Financial Services Compensation Scheme (FSCS) has received 799 complaints against failed self-invested personal pension (SIPP) provider GPC SIPP.
The SIPP provider, which was previously...
