Home Technical

Technical

RP case studies: Dealing with an illiquid fund issue

In the latest RP case study, Stephen McPhillips runs through a commercial property purchase, in-specie transfers and suspended funds.

Lisa Webster: Forgetting the ‘far from perfect’ taper

Lisa Webster looks at whether people are really 'forgetting' to declare the annual allowance charge in their dealings with HMRC...

RP case studies: Why SIPPs are retirees’ flexible friend

Jess List explores a pension consolidation case study where the flexibility of SIPPs made all the difference to a client approaching retirement

Lisa Webster: Are independent governance committees value for money?

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: Navigating the world of unquoted shares

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.

RP case studies: SSAS innovation harvests farming family tax saving

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.

Jonathan Simmons: Thinking outside the IHT box

Stellar AM's Jonathan Simmons looks at the traditional solutions to inheritance tax and some alternative options for clients.

Neil MacGillivray: High Income Child Benefit Charge angst

Neil MacGillivray assesses the complications of the Child Benefit to help advisers avoid their own version of teenage angst.

Lisa Webster: Will investment pathways fuel pension disengagement?

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.

Andrew Aldridge: Understanding the tax-efficient investment process

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.
 

Popular articles

Adrian Boulding: Will investment pathways lead more people to advice?

Are FCA-mandated investment pathways set to demystify the 'dark arts' of retirement income or will personalised advice from an actual human win out?