Tax Planning

Government plans to merge ISAs and pensions would harm retirement saving and mean more retirees run out of money, Axa Wealth head of retirement planning Andy Zanelli has warned.

The Financial Services Compensation Scheme (FSCS) has said the 150 claims it is investigating against poor advice to invest in apparently tax efficient schemes relate to business written in the decade from 2000.

The Financial Services Compensation Scheme (FSCS) has begun processing about 150 individual claims related to advice to invest in tax 'mitigation' schemes after being given the green light by lawyers.

Chancellor George Osborne will deliver his Autumn Statement alongside the government's spending review on 25 November.

Five ways to reduce IHT liabilities

Introducing a long-stop to financial advice liability is the only way a properly functioning mass-market model can develop, MPs have been told.

Fund manager Octopus Investments is launching an Adviser Academy, an online learning portal for tax-efficient investing.

When is a £1m nil rate band, not a £1m nil rate band?

Why spousal bypass trusts still have a place in estate planning

Why SSAS administrators must be fit, proper and prudent