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George Houston: In trusts we trust

A colleague asked me to look at a couple of trust documents recently. They had both been established some decades ago and I found...

RP case studies: Buying farmland through a SIPP

When talking about holding commercial property within a self-invested personal pension (SIPP), it’s easy just to picture office buildings, shops and industrial units. However, commercial...

Retirement Planner Awards 2018 now open for entries

Do you think you stand head-and-shoulders above the rest when it comes to providing top-quality retirement planning and pensions advice services? If so, now...

U-turn: Assessing Scottish in specie transfers

 In September 2016, Revenue Scotland started levying Land and Building Transaction Tax (LBTT) on in specie pension transfers of commercial property assets. This was out...

Neil MacGillivray: It pays to be aware of PAYE perils

One of my colleagues sent me a link to a Radio 4 Money Box podcast where Paul Lewis claimed hundreds of thousands of people...

RP case studies: Using SSAS to fuel company expansion

George and Dennis Gibley have a problem and have approached their financial adviser. The brothers’ company has turned in a record year and profits...

Andrew Aldridge: How to pick the right EIS provider for your clients

There has been a significant uplift in the degree of interest in the Enterprise Investment Scheme (EIS) recently - particularly since the Budget and...

Bernadette Lewis: Emergency tax and pension lump sum withdrawals

Pension freedoms allow clients to take large lump sums from their pension pots. Income tax is calculated using pay as you earn (PAYE), but this...

Martin Tilley: Timing is everything when it comes to the lifetime allowance

Although prior to the Autumn Budget we had heard a Treasury representative indicate that indexation of the lifetime allowance would go ahead from April...

Martin Jones: The yin and yang of retirement planning

There has been a lot of discussion about the income drawdown market recently. It has been a key topic in the FCA's Retirement Outcomes Review,...

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