When getting divorced people might not have pension sharing orders or the lifetime allowance at the forefront of their mind, writes Jessica List. However, it pays to keep these things in mind...
Jessica List looks at a refund of excess contributions lump sum case study in her latest article for Retirement Planner.
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.
Martin Jones looks at the pension ill-health rules and why independent financial advisers have an important role to play…
Jessica List looks at client options for accessing pension pots during the pandemic and assesses the potential consequences for savers.
Following the pension freedoms, many believe that pilot trusts, also known as bypass trusts, are redundant, but that isn’t necessarily so, writes Neil Jones.
Lisa Webster looks at late protection applications in her latest article for Retirement Planner.
Chancellor of the Exchequer Rishi Sunak has announced VAT is to be cut to 5% for the hospitality sector, along with an “eat out to help out” discount at restaurants in his summer economic update.
With renewed calls for a flat rate tax relief in the wake of the pandemic and ahead of the so-called "mini-budget" on 8 July, Neil MacGillivray probes the government’s proposals and the mess that could ensue for DB schemes…
Andrew Phipps delves into the latest tapered annual allowance rules and concludes planning is essential.