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Estate Planning: Regular Gifts out of Income

There is a way to increase the amount you can give away each year without incurring a potential inheritance tax liability: Carl Lamb explains how regular gifts out of income can be used for estate planning purposes.

clock 19 January 2012 •

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Rowanmoor eyes profitability after trebling SIPP sales

SIPP provider Rowanmoor plans to break even in 2012 after announcing promising final-quarter results for 2011 this week.

clock 19 January 2012 •

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Protecting your pension

With only a few months to go before people need to register for fixed protection, Adrian Walker says advisers should identify any individuals where this issue could be a key part of retirement planning

clock 18 January 2012 • 5 min read

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Annuity purchase: Timing is key

David Trenner discusses the importance of adopting a phased strategy when moving from income drawdown to annuities.

clock 18 January 2012 •

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Advisers 'to lose £80m' from contracting-out ban

Financial advisers will lose out on an estimated £80m worth of commission when the government outlaws contracting out of the state pension into private vehicles in April, Standard Life has said.

clock 18 January 2012 •

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Surviving in the SIPP market

Dramatic change in the SIPP market is having a profound effect on providers. Greg Kingston says advisers need to do their due diligence to make sure they choose a provider able to meet these challenges.

clock 18 January 2012 •

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At-retirement: Understanding the risks

Vince Smith Hughes talks to Retirement Planner about the challenges facing retirement advisers and how adequate assessment of risk is all important when choosing an at-retirement product.

clock 18 January 2012 •

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RP Poll: Should pensioners downsize their homes to solve the housing shortage?

In this week's Retirement Planner quick fire poll we ask: Following Grant Shapp's comments, do you think retirees should downsize to free up larger properties for young families?

clock 18 January 2012 •

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Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 18 January 2012 •

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Knowledge dispels fear - the key to esoteric SIPP investment?

Fiona Murphy asks SIPP providers how the industry can restore adviser confidence in esoteric investments.

clock 18 January 2012 •
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