Technical

Nigel Ashfield: Long lease income market explained

Finding reliable sources of income is no easy task for those planning their retirement, but investing in commercial property with long leases could provide a potential answer, writes Nigel Ashfield

Kate Johnson: HMRC’s Requirement to Correct rules explained

Kate Johnson explores the HMRC's Requirement to Correct regime. With time running out before implementation, it is becoming increasingly important to make sure clients are aware of their obligations, she writes

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...
 

Popular articles

Businesses support expansion of AE to low earners

The extension of auto-enrolment (AE) to more workers is supported by around three-quarters of businesses, according to research by Scottish Widows and the Confederation...