In the latest RP case study, Stephen McPhillips runs through a commercial property purchase, in-specie transfers and suspended funds.
Lisa Webster looks at whether people are really 'forgetting' to declare the annual allowance charge in their dealings with HMRC...
Jess List explores a pension consolidation case study where the flexibility of SIPPs made all the difference to a client approaching retirement
Lisa Webster looks at independent governance committees linked to drawdown investment pathways. She has her fingers crossed the regulator takes a measured approach in its awaited consultation response.
Stephen McPhillips looks at the unquoted shares market in relation to SIPP and SSAS investment. He says while the process is complex it can be worthwhile having gone through tough due diligence.
In the latest RP case study, Dentons' Stephen McPhillips runs through a fascinating SIPP/SASS/wind turbine scenario which brought about substantial tax savings for a farming family.
Stellar AM's Jonathan Simmons looks at the traditional solutions to inheritance tax and some alternative options for clients.
Neil MacGillivray assesses the complications of the Child Benefit to help advisers avoid their own version of teenage angst.
Is 'auto-everything' the next step for pensions? That's the direction of travel from the FCA, according to Lisa Webster. Here she explores if true advice will become the preserve of HNW clients.
When assessing tax-efficient investments, writes Andrew Aldridge, it is important to understand the similarities and differences between mainstream investing and unquoted, early-stage stocks.