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Stephen McPhillips: Mixed-use properties in SIPP or SSAS

Stephen McPhillips assesses if mixed-use property can be bought through self-invested pension schemes

Gareth James: Regrets, I’ve had a few…..

Gareth James reflects on the difference between regret and disappointment and warns drawdown investment pathways could be an experiment the FCA comes to regret...

HMRC figures show plunging pension freedom withdrawals

A total of 340,000 people withdrew £2.3bn in flexible payments from their pensions in the second quarter of 2020, according to HM Revenue & Customs (HMRC).

Richard Mattison: How advisers and providers are remodeling post-pandemic pensions

Richard Mattison explores how advisers are helping their clients get their SSAS pension schemes in the best possible shape for life post-pandemic

Bob Champion: Why equity release could boost economic recovery

Rather than a simple 'spend spend spend' message to get the economy back on its feet Bob Champion argues equity release could play a central role in the UK's economic bounceback.

Tributes paid to Curtis Banks marketing and comms expert Greg Kingston

Curtis Banks marketing and communications expert Greg Kingston has died aged 47.

RP case studies: Refund of excess contributions lump sum explained

Jessica List looks at a refund of excess contributions lump sum case study in her latest article for Retirement Planner.

Laura Suter: The effects of the stamp duty holiday

The big news for most people from the mini-Budget wasn’t that they can get £10 off their Monday burger and chips, writes Laura Suter, but instead that they can save thousands if they move house. Here, she explores what effects the temporary stamp duty cut could have on buyers and the wider housing market.

Cathy Russell: Are your clients sitting on a portfolio with substantial capital gains?

Canada Life's Cathy Russell asks if clients could be sitting on a portfolio with substantial capital gains in this technical article for Retirement Planner.

Chris Read: Murmuration is what you need

Starlings’ murmurations prove a good model for ‘back to the office’ planning and even more agile business strategy, writes Chris Read.

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IHT receipts fall for first time in 10 years

The amount of money HM Revenue & Customs received from Inheritance Tax (IHT) fell in 2019/20 for the first time in 10 years.