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Tax planning

Investment

Adviser noticeboard: Post-it note size stuff for IFAs

Our weekly heads-up on the jobs, events, moves, and other bits for professional financial advisers...

clock 25 October 2015 •

Tax Planning

Five key tax changes advisers need to know about

Don't get bounced by Spring changes

clock 23 October 2015 •

Pensions

Call for £1k pensions advice tax exemption for employers

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

clock 20 October 2015 •

Income

A filmmaker, 1982, and Stephen Fry: A real case study into pensions 'freedom'

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

clock 20 October 2015 •

Estate planning

Lasting power of attorney 'a must' for all drawdown retirees

The growing importance of LPAs

clock 19 October 2015 •

Pensions

MPs' pensions freedom mis-selling warning is 'ill-addressed' attack

Work and pensions committee report

clock 19 October 2015 •

Tax planning

Advisers align with accountants as tax planning demand rises - research

Professional connections all-important

clock 19 October 2015 •

Economics / Markets

Update: Rate hike expectations pushed back as UK falls into deflation

Fell back into deflationary territory in September

clock 13 October 2015 •

Income

Flatlining UK saving culture 'can be saved' by switch to ISA regime

Pensions are finished, according to Johnson

clock 10 October 2015 •

Tax Planning

Looming advice firm default could dump £65m of claims on FSCS

The Financial Services Compensation Scheme (FSCS) could face paying out tens of millions of pounds linked to claims of bad advice to invest in film and property schemes, as an advice firm teeters on the brink of default.

clock 02 October 2015 •
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