Estate planning

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...

Jonathan Simmons: Labour’s plan to reform IHT

The Christmas general election of 2019 will soon be upon us and so, here, Jonathan Simmons explores the parties' inheritance tax plans...

RP case studies: Why SIPPs are retirees’ flexible friend

Jess List explores a pension consolidation case study where the flexibility of SIPPs made all the difference to a client approaching retirement

Labour and Lib Dems reveal manifesto pension and tax policies

The 2019 general election will take place on 12 December and within the last 24 hours both the Liberal Democrats and Labour have released their party manifestos.

CII initiative launches manifesto to boost female financial resilience

The CII's Insuring Women's Futures Initiative has launched its 2019 manifesto and outlined guidance for financial services firms to help female financial resilience.

Jonathan Simmons: Thinking outside the IHT box

Stellar AM's Jonathan Simmons looks at the traditional solutions to inheritance tax and some alternative options for clients.

Popular articles

Fiona Hanrahan: Seven common pension tax year-end mistakes

Fiona Hanrahan looks at the tax year-end implications for pensions and explains how to maximise relief using carry forward