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
Martin Tilley: SSAS as an alternate lender
Martin Tilley looks at the world of SSAS pension-led funding including what makes a suitable security to protect a scheme against loss - and it's not Rolex watches, classic cars or diamonds...
RP case studies: Looking back to maximise pension tax allowances
Jess List explores a pension contribution case where a high earner finally gets the retirement planning bug and needs some tapered annual allowance advice
George Houston: Are clients really interested in IHT?
George Houston looks at the emotive issue of IHT and says, while it is never straightforward, a discussion with clients is an essential part of the advice process
Bernadette Lewis: Pension planning for international workers
Bernadette Lewis looks at the financial planning consequences when workers move abroad, specifically focusing on member and employer contribution rules
RP case studies: Making SSAS work during difficult times
In the latest RP case study, Elaine Turtle looks at a bittersweet SSAS example where tax-free cash helped ease the pain of a devastating medical diagnosis
1825 to develop automated advice for pre-retirees in FCA sandbox
Standard Life's advice arm 1825 has joined the FCA's regulatory sandbox to develop an at-retirement automated advice proposition, writes Tom Ellis
RP case studies: Bonus sacrifice pays pension dividends
In the latest RP case study, Dentons' Martin Tilley looks at the advantages of putting bonus money directly into pension pots with two examples where it made the world of difference to employees
Laura Suter: Why pension investors should be brave on UK equities
RP's new columnist AJ Bell's Laura Suter looks at UK equities from the pension investor's perspective and says for those willing to take on some risk, there is a chance to get ahead of the curve
Popular articles
A quarter of estates that pay IHT are investigated by HMRC
Almost a quarter of all estates that pay inheritance tax are investigated by HM Revenue & Customs (HMRC), a freedom...
