Retirement
Tax Planning
London and the South East of England have been named the UK's inheritance tax hotspots, with wealthy households in these two regions paying more IHT than the rest of the country put together.
21 February 2014
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1 min read
Regulation
A group of Labour lords has tabled an amendment to the Pensions Bill that would force the government to impose a pension scheme charge cap by 30 April 2015.
21 February 2014
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Income
Income drawdown is growing in popularity. Vince Smith-Hughes looks at the process advisers should adopt when advising in this area.
20 February 2014
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6 min read
Income
This month's Retirement Planner Inquiry highlights the challenges advisers face when navigating the annuity market.
20 February 2014
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4 min read
Tax Planning
Legal & General (L&G) has set up a small team focused on providing tax solutions to high-net worth (HNW) clients of discretionary fund managers (DFMs) and the advisers who use them.
20 February 2014
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Pensions
The audit of legacy pension scheme charges could hit provider business and affect the current level of charges being offered on auto-enrolment schemes, according to a consultant.
20 February 2014
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Your profession
Aegon's UK business has reported a £5m fall in earnings before tax for the final quarter of last year, which it said is the result of a £7m spend on technology including on a non-advised platform.
20 February 2014
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Retiring Abroad
The government's reduction of the Lifetime Allowance (LTA) is ‘triggering' a growing number of expats to move their pensions out of the UK, deVere Group says.
19 February 2014
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Your profession
Industry players have called for better solutions from fund managers to help advisers focus their clients' attention on meeting their long-term saving goals, even in the face of life-changing events.
19 February 2014
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