Tax Planning

The adviser's role in establishing LPAs

Comprehensive personal service results in happy clients

Dozens of former Premier League footballers face losses estimated at £100m after allegedly following the recommendations of two financial advisers to invest in film and property ventures that turned sour, according to reports.

Use of EBTs amounted to 'redirection of earnings' and therefore subject to tax, court decrees

Is an admin horror story on the horizon?

Unicorn Asset Management has teamed up with discretionary fund manager WM Capital Management to launch an investment service built to provide inheritance tax (IHT) exemption to investors.

Briding the gap between expectation and preparation

Don't get bounced by Spring changes

Extension to £1,000 could help confront 'inconvenient truth' about access to advice

How one advisory firm handled a client's request to release cash to help fund a personal project...