Some advisers may now be thinking about transferring client ISAs into a portfolio of AIM stocks as part of their planning around inheritance tax. Here Jack Rose highlights five considerations when taking this route
As we enter the last quarter of the tax year, there will be plenty of people looking to use their annual £20,000 ISA allowance. Some of them will be considering transferring some or all of their ISA pot...
The changes to IR35 tax rules are going to offer tax and life planning opportunities, writes Ian Smart, who explains all in this column...
Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...
Wider reform desperately needed
'Aggressive move without being throat-cutting'
Neil MacGillivray: Will the tax advantages for married couples and civil partnerships remain a happy home?
The new calendar year has come and gone and so, as we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners
The Pro Adviser Podcast
Following Bailey's BoE role