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RP case studies: Unquoted shares and a management buyout

Richard Mattison runs through a SSAS case study outlining how the vehicle can assist in a management buyout scenario.

Justin Corliss: Making the case for partial DB transfers

A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process.

Claire Trott: Start your tax year-end planning now

Now is a great time to start to consider any available unused annual allowances and making the most of them for clients, writes Claire Trott.

Lisa Webster: Beware over-taxation when accessing a pot

As Covid-19 makes life harder for everyone some people may be looking to access their pension pot earlier than planned, writes Lisa Webster. However, without careful planning, a tax trauma could be on the way

Bethany Joslyn: Duty-free retirement saving?

Remote working, be that at home or somewhere more exotic, is here to stay, writes Bethany Joslyn. Here she looks at retirement saving options for UK workers doing their 5-9 from anywhere

RP case studies: Property purchase can be a family affair

Jessica List uses her latest RP case study to explore how a family can purchase property through their respective self-invested personal pensions.

Lisa Webster: The Staveley case explained

Lisa Webster takes a detailed look at the Staveley case concerning IHT liabilities.

RP case studies: Borrowing for a second SIPP property

Jessica List uses this case study to outline a SIPP-based property purchase scenario.

Neil MacGillivray: Common sense (finally) prevails on IHT

Advisers breathed a collective sigh of relief following the Supreme Court's decision in the Staveley case, around IHT on transfers made by clients in ill-health. Here Neil MacGillivray reflects on the ground-breaking judgement, which echoed a case he'd tried to help an adviser with several years ago…

RP case studies: Getting specific on expression of wishes

In the latest RP case study, Jessica List looks at just how specific a client can be when it comes to expression of wish forms.
 

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