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George Houston: The art of asking the right questions (and staying out of the...

Recently, as I waited at the airport on my way home from a productive few days at our Leicester office, I got a phone...

Henny Dovland: Intergenerational financial planning explained

As we live longer, it is quite typical for four generations to be alive and well in any one family. This means it is...

Bob Champion: Taking a look at the nation’s wealth

Last month, two reports were published that give some insights into the wealth of Britain and how the retirement income-planning market could develop. First up,...

Govt in line for IHT boost as savers unclear on ISA rules – Canada...

Inheritance tax (IHT) receipts from ISA investments are set to soar as more than half of savers do not realise they form...

Hugh Rogers: VCT investing – You’ve come a long way, baby

Back in 1998, Norman Cook - better known to some as Fat Boy Slim - launched his most successful album, You've Come A Long...

Ian Battersby: Deal-flow and deployment – the EIS ‘must haves’

So the dust is settling in the aftermath of the Patient Capital Review and Enterprise Investment Scheme (EIS) season is in full swing. The...

ISA savers in the dark over IHT risks, Octopus warns

ISA savers are largely unaware of the savings vehicle's inheritance tax (IHT) status and risk having to pay out large amounts on...

Andy Woollon: Are your clients paying too much CGT?

It's often regarded as one of the most underpaid taxes yet capital gains tax (CGT) generated £8.38bn for the government last year - despite...

Advisers reveal biggest tax year end challenges

Financial advisers struggle most with lack of time to complete various tasks as the tax year draws to a close, according to...

Five arguments for EIS ahead of tax year-end

As 5 April draws closer, CoInvestor director Charles Owen predicts advisers will be asking themselves the following questions, when it comes to...

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Peter Doherty: How to de-risk a DB pension transfer

First, and critically, a defined benefit (DB) transfer is an irreversible transfer of risk from a pension scheme to an individual. The premium paid...