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Are second-hand annuities a disaster waiting to happen?

In the UK, we have a history of developing over-complicated pension products. Even if they start simple, sooner or later, layer upon layer of complexity...

Until the PIPs squeak: How many pension input periods can you handle?

As the dust settles after the second Budget of 2015, we can start to digest the changes that affect financial planning in the future. As...

Lifetime allowance tax take quadruples under George Osborne

The amount of tax the government has collected from people breaching the lifetime pension allowance...

‘Inherently flexible’: NEST’s take on target date funds

With fewer and fewer workers knowing the exact date they'll retire, what's the point of target date funds? If savers are now going to...

Advising non-dom clients after the Summer Budget clampdown

The Summer Budget on 8 July announced a raft of provisions designed to increase the tax paid to the Exchequer by non-domiciled individuals (non-doms)...

In pictures: Retirement Planner Forum and Awards 2015

Delegates at the second Retirement Planner Forum and Awards heard from keynote speakers Rory Percival of the FCA and former pensions minister Steve Webb...

In pictures: Retirement Planner Awards 2015 winners

Five financial advice firms at the very top of retirement planning were presented with Retirement Planner Awards in July. Congratulations to all the winning firms...
Aileen lynch

Insistent clients: Assessing the risk to PII cover

The matter of obtaining professional indemnity insurance (PII) cover is always at the back of an adviser's mind but a fresh set of factors...

George Osborne’s £1m IHT giveaway comes with strings attached

Many clients identify inheritance tax and estate planning as a key area of interest to them and their families and it is always good...

Defensive position: Why annuities aren’t dead yet

Many people thought the new pension freedoms would sound the death knell for annuities but in a recently published paper The Case for Annuities I...
 

Popular articles

Neil MacGillivray: The Chancellor who keeps on giving, for now

Earlier this week, Neil MacGillivray took a view on what taxes may be implemented to subsidise the government's recent surge in Covid-19 spending but, after Wednesday's summer economic update from the Chancellor, the tax expert says Rishi Sunak is still all "give, give, give"...