Technical

Charlene Young: Block transfers – 15 years on

Block transfers have been in operation for 15 just shy of 15 years now. Here Charlene Young highlights the pitfalls to avoid to ensure you don’t break the chain...
Rewriting the rules on retirement planning

Neil MacGillivray: Assessing the tapered annual allowance before tax year end

As the tax year-end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient

Chris Jones: Challenging retirement income decisions

It's a chicken and the egg scenario in Chris Jones' latest article for RP. Read on to find out how quantitative analysis makes all the difference...

RP case studies: Structuring income for SSAS retirees

Stephen McPhillips explores how to best structure income from a SSAS in his latest RP case study

Kim Jarvis: In advisers we trust

Kim Jarvis looks at the expansion of the Trust Register Service in her latest article for Retirement Planner

Adrian Boulding: Go against the pack and consider an annuity

The much-maligned annuity is still a worthy contender in the retirement income space, writes Spire Platform Solutions' Adrian Boulding. Here he outlines why advisers shouldn't discount them entirely
Rewriting the rules on retirement planning

Neil MacGillivray: To scheme pay or not to scheme pay

Neil MacGillvray explores the options for paying the pension annual allowance charge and asks if the 'scheme pays' route is the most efficient for clients...

Kim Jarvis: IHT and terminally ill clients

Kim Jarvis explores IHT in light of a life-limiting illness and says while planning in such a scenario may be challenging it can be very worthwhile

Ray Tubman: Using enhanced tech to keep CGT under control

Ray Tubman looks at the importance of CGT tools as the threat of a post-Covid wealth tax looms...

John Chew: Redundancy and pension planning explained

John Chew looks at the rules and regulations governing redundancy payments and explores how pension planning can be adapted when the worst happens...
 

Popular articles

Hard-hit NHS staff: Advisers discuss new tax year challenges

As the new tax year begins Jon Yarker talks to advisers about the challenges clients may face, including dealing with the 'stealth tax' measures from this year's Budget...