Technical

Mohassan Mehmood: The implications of the Sippchoice v HMRC case

In-specie transfers within pension schemes and their tax implications have been under the spotlight in the recent Sippchoice Limited vs HMRC Upper Tax Tribunal case. Here, Mohassan Mehmood discusses the potential fall-out from the recent ruling...

RP case studies: Planning a SSAS takeover

In the latest RP case study, Stephen McPhillips tells the story of an entrepreneurial couple with a keen interest in the professional trusteeship of their SSAS.

Jessica List: Death benefit discretion problems revisited

Two years on from her previous article, Jessica List returns to the issues surrounding discretionary death benefits which are still causing headaches for administrators...

Lisa Webster: Why the MPAA was a bad idea

Lisa Webster has writen an adviser guide on the MPAA which she hopes to tear up in the very near future. Read on to find out why...

Clare Moffat: Helping clients help their families in lockdown

Advisers can use their expertise to help clients help their families during these extraordinary times, writes Clare Moffat.

What does the Carey Pensions judgement mean for SIPPs?

Carey Pensions, which recently rebranded to Options Pensions, won its long-awaited landmark court case against one of its own clients a couple of weeks ago. Here, Suzanne Padmore and Anna Davis from law firm Burges Salmon discuss the case and its potential consequences...

Craig Muir: Could you use a pension to offset ISA losses?

Craig Muir runs through an ISA/pension case study which focuses on offsetting potential losses clients may have suffered in recent weeks...

Kim Jarvis: Income modelling for personal injury trusts

Kim Jarvis looks at personal injury trusts and explains what advisers need to know to help people deal with large sums after sometimes tragic events...
Rewriting the rules on retirement planning

Neil MacGillivray: The post-pandemic financial malaise

With the country’s people and economy already feeling the pain of the Covid-19 pandemic, Neil MacGillivray warns of further distress when the final bill is calculated...

RP case studies: Getting to grips with pension sharing orders

The RP case studies series returns with an article from Curtis Banks' Jessical List, looking at the nuances of pension sharing orders after the end of a civil partnership.
 

Popular articles

Libby Holding: New rules on making wills using video-conferencing

The Ministry of Justice (MoJ) has finally announced that video-conferencing can now be used for the witnessing of wills in England and Wales, writes Libby Holding, who goes through steps advisers can take to make sure they follow the newly-amended rules.