It's our weekly heads-up on articles your clients may have read in the national newspapers over the weekend...
The Times presented a run-down of ten ways entrepreneurs can help reduce their tax bills. Tips included offsetting expenses, creating a LLP and seeking advice. Read the full story HERE (subscription).
If buying Royal Mail shares marked some people's first step into the world of investment, the Telegraph assessed what should be their second. The article plays up the 'buy and hold' strategy common among seasoned investors, but argues that, in the case of Royal Mail, taking the early profits on offer might be a wise move. This will be a question fielded by advisers for a while yet. Read the full story HERE.
The Mail on Sunday tackled the subject most nationals dare touch only once or twice a year: protection insurance. The Mail's stance, however, was positive, debunking as it did five 'myths' about protection cover. The biggest myth? That insurers rarely pay out on claims. This might be a good article to share with clients. Read the full story HERE.
Our weekly heads-up on articles your clients may have read over the weekend
A trivial matter
The Financial Times ran a piece on that little-known rule called 'trivial commutation', claiming advisers are reporting a rise in people willing to lose a portion of their funds in return for a taxable lump sum. The piece may spark calls from prospective clients with small pots. Read the full story HERE (subscription).
The Independent also tackled pension income at the weekend, but ventured down the better-worn path of shopping around for a better annuity deal. Its tack appearedto be figures from MGM Advantage suggesting annuity rates are at a two-year high. Read the full story HERE.
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation