Tax Planning

Brits are failing to protect their wealth through effective tax planning, according to research from Zurich.

An abundance of clients are oblivious of the tax perks of pensions, according to research by Zurich.

Mike Morrison talks about how he sees alternatively secured pension (ASP) evolving

Investors should take advantage of opportunities to invest in small caps while valuations are at attractive levels, according to Close Investment's Deryck Noble-Nesbitt.

Skandia has issued a range of tax guides explaining the changes brought into effect by the Finance Act 2008, which was implemented in July.

The IMA wants abolition of the fund specific Stamp Duty Reserve Tax (SDRT) regime, whilst also calling for an increased ISA limit to £9,600.

Support services provider threesixty says it has opened up a profitable avenue for new business for advisers, following a tie-up with Margetts Fund Management that will allow corporate clients to invest in its unit trusts.

In a bid to educate advisers on the suitability of tax wrappers for their multitude of client requirements, Fidelity FundsNetwork has rolled out Tax Wrapper Analyser.

Geoffrey Shindler goes through how different trusts can be used and the issues advisers need to bear in mind when using them

Q: I have a number of elderly clients who are interested in using discounted gift trust arrangements...