Technical

Charlene Young: Compensation rule flaws add insult to injury

Charlene Young lists three examples where tax rules on compensation payments are being applied inconsistently - which results in investors who have already suffered a loss being further penalised...

Laura Suter: Let’s tackle Lifetime ISA gremlins

As the Treasury Committee pushes for its extermination Laura Suter makes the case for retaining the Lifetime ISA, explaining the misunderstood product is a good fit for several groups of savers

Neil MacGillivray: Flat-rate tax relief raises its head once more

With rumours of flat-rate tax relief circulating once again, Neil MacGillivray suggests advisers might want to bring up the subject with clients who are in a position to make further contributions ahead of the Budget

RP case studies: Dealing with a decumulation pension rule quirk

In the latest RP case study, Jessica List looks at a quirk in the rules governing UFPLS and enhanced protection of tax-free cash

Bernadette Lewis: Maximising pension contributions for shareholding directors

Bernadette Lewis looks at the interaction between salary, dividends and employer pension contributions in her latest technical article for Retirement Planner

RP case studies: When the bank says no a SSAS can help

In the latest RP case study, Martin Tilley looks at the advantages SSAS can offer to business owner clients when the banks won’t play ball…

Revealed: First shortlists for 2018 Women in Financial Advice Awards

Rising Star, Mentor of the Year and more

Peter Hopkins: The nitty-gritty of discretionary death benefits

Peter Hopkins looks at discretionary death benefits and sets out a detailed list of dos and don'ts when going through the process with clients...

RP case studies: Lifetime allowance versus income tax charges

In the latest RP case study, Fiona Tait looks at a SIPP saver in an enviable position. She explores the best options available as the client faces the LTA tax charge in two years' time...

Henry Cobbe: Decumulation – the new investment conundrum

For many years, the savings industry has been solely concerned with accumulation but, writes Henry Cobbe, there is now also a real need to develop thinking on how to tackle the decumulation issue for savers

Popular articles

British Steel compensation pay-outs pass million-pound mark

Redress paid out by the Financial Services Compensation Scheme (FSCS) to clients of collapsed British Steel firm Active Wealth UK has now surpassed the...