Technical

Jessica List uses her latest RP case study to explore how a family can purchase property through their respective self-invested personal pensions.

Lisa Webster takes a detailed look at the Staveley case concerning IHT liabilities.

Jessica List uses this case study to outline a SIPP-based property purchase scenario.

Advisers breathed a collective sigh of relief following the Supreme Court's decision in the Staveley case, around IHT on transfers made by clients in ill-health. Here Neil MacGillivray reflects on the ground-breaking judgement, which echoed a case he'd tried to help an adviser with several years ago…

In the latest RP case study, Jessica List looks at just how specific a client can be when it comes to expression of wish forms.

This real client case study shows how a SSAS can be used to fund the growth of a family business by making a secured loan, writes Richard Mattison.

Stephen McPhillips uses an intergenerational SSAS case study to illustrate how liquidity can be created to facilitate benefit payments

Lisa Webster discusses lifetime allowance enhancements which are not applicable 'every day' but can be very important to those who qualify...

The first Child Trust Funds are coming of age in September. Here, Laura Suter explores how the lucky 18-year-olds can find and access their savings...

When getting divorced people might not have pension sharing orders or the lifetime allowance at the forefront of their mind, writes Jessica List. However, it pays to keep these things in mind...