Jessica List

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RP case studies: Getting outside help for a property purchase

A self-employed plumber gets help from an unexpected source to help buy her perfect premises, writes Jessica List

clock 08 June 2021 • 3 min read

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Jessica List: Five top tips for land purchases

Land might not be every client’s first thought when considering commercial property investments, but there are plenty of opportunities available to explore, writes Jessica List

clock 18 May 2021 • 4 min read

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RP Case Study: Purchasing plots through pension pots

Jessica List runs through a land purchase-focused case study where an adviser helps make a client’s pensions wishes come true

clock 27 April 2021 • 3 min read

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RP case studies: LTA charges on death benefits explained

Jessica List looks at the possible charges on death benefits linked to the lifetime allowance in the latest RP case study

clock 24 March 2021 • 4 min read

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RP case studies: UFPLS rules at age 75 expained

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS

clock 23 February 2021 • 4 min read

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Jessica List: What's in store for 2021?

Jessica List takes a forward look at 2021 from the pensions perspective

clock 12 January 2021 • 5 min read

Pensions

Adviser calls for urgent death benefit rule reform

'Disproportionately high'

clock 08 November 2019 • 2 min read

Retirement

Government's 'stealthy' way to shave its pension tax bill

Drop of 2% in GAD table

clock 03 March 2017 • 2 min read