Jack Rose: Banging the drum for tax-efficiency
Revisit sector structure
The tax-efficient sector has a convincing message that deserves a wider hearing so, argues Jack Rose, every opportunity should be taken to talk up the benefits for both investors and the wider economy
Despite fears to the contrary - and regardless of historically high levels of uncertainty affecting the UK investment sector - the tax-efficient space enjoyed a successful year in 2018/19. In fact, looking...
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Jack Rose: EIS's role in answering tomorrow's challenges
For the first time in a quite a while we have a certain degree of political certainty, writes Jack Rose. And, with that clarity, perhaps a clearer picture of the road ahead…
Neil MacGillivray: The tax quirks of jointly held investments between spouses
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...
Jonathan Simmons: Three adviser challenges in the 'inheritance economy'
IHT to double by 2030
Ian Smart: The IR35 opportunities for advisers explained
The changes to IR35 tax rules are going to offer tax and life planning opportunities, writes Ian Smart, who explains all in this column...
Libby Holding: Can estate planning help tackle care fees?
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...
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Fees 0.1% per annum or £20 per month
Talking with... Fulcrum AM's Suhail Shaikh
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Percival on DB suitability
LEBC Group suffers loss after DB transfers market exit
First trading loss in five years
PFS partners with charity to provide advice to armed forces
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