Estate planning

Electioneering: Assessing the Tory IHT/pension tax relief pledge

It seems scarcely a Budget or Autumn Statement goes by without some change to the tax treatment of private pension plans. It is, therefore, unsurprising...

Death benefits: Mike Morrison explores potential pitfalls

Undoubtedly, one of the biggest changes to the pension rules has been the removal of the so-called ‘death tax' of 55% on crystallised funds. There...

Calling all advisers: Enter the Retirement Planner Awards 2015

Are you the best of the best when it comes to retirement advice? If so, now is the time to enter the second annual...
A case study special on death benefits post-pensions freedom

Case study special: Death benefits post-pensions freedom

The case study Fidelity retirement director Alan Higham (AH) came up with the following scenario… Death benefits Brian Bowers is a recent client. He is 65 years...
Rewriting the rules on retirement planning

Missed opportunity: Osborne should have canned lifetime allowance

Last year's Budget packed such a powerful pensions punch that the 2015 announcement felt a bit limp in comparison. The new flexibilities announced in 2014...

Lasting power of attorney restrictions explained

The Mental Capacity Act 2005, governing lasting power of attorney, comes with certain restrictions which limit the decisions that can be made by an...
Retirement wrappers: Do pensions still trump ISAs?

Retirement wrappers: Do pensions still trump ISAs?

Speaking at the second Retirement Planner breakfast briefing, in association with Prudential, head of technical Les Cameron gave advisers in the room his take on...

Three golden rules: Key Retirement Solutions’ new approach

Monday 6 April 2015 will be remembered as a watershed moment for the pensions industry, when everyone aged 55-plus with a defined contribution pot...
Lasting power of attorney: All you need to know

Lasting power of attorney explained

Most of us take it for granted that we will go on being able to manage our finances for the rest of our lives,...
Rewriting the rules on retirement planning

Out with the old: Retirement planning rules rewritten

The retirement planning rule book has truly been turned on its head by pensions freedom and choice, due to come into force on Easter...
 

Popular articles

Chris Read: Lockdown thought of the week – lark ascending

Retirement Planner wholeheartedly suggests you play the beautiful Lark Ascending by Ralph Vaughan Williams while reading Chris Read’s latest lockdown thought of the week…