Home Technical

Technical

RP case studies: Gold investing through SIPPs explained

In the latest RP case study, Dentons' Stephen McPhillips outlines how to invest in investment-grade gold bullion via a SIPP

Claire Trott: Dealing with the NHS pension dilemma

Claire Trott gives her diagnosis on the tapered annual allowance problems currently causing acute tax pain to high earning NHS workers

Revealed: All the nominees for the Women in Financial Advice Awards 2020

Retirement Planner is delighted to unveil the 'long list' of the almost 600 individuals nominated across all the categories in the 2020 Women in Financial Advice Awards.

Ian Smart: The IR35 opportunities for advisers explained

The changes to IR35 tax rules are going to offer tax and life planning opportunities, writes Ian Smart, who explains all in this column...

Libby Holding: Can estate planning help tackle care fees?

Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...

Neil MacGillivray: Will hitched couples’ tax advantages go the distance?

As we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners

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.
 

Popular articles

RP case studies: Gold investing through SIPPs explained

In the latest RP case study, Dentons' Stephen McPhillips outlines how to invest in investment-grade gold bullion via a SIPP