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Feature

Tax Planning

Beware of the 40% tax creep

Neil MacGillivray discusses the impact of recent changes to personal allowances on your clients' pension planning

clock 03 July 2013 •

Investment

How clients can make tax efficient use of pension contributions

Andy James looks at how clients can make pension contributions in the most tax efficient way

clock 03 July 2013 •

Equity release

Equity release: The key considerations

Chris Prior highlights the issues advisers need to discuss with clients considering equity release

clock 03 July 2013 •

Investment

Protecting clients against the lifetime allowance

A consultation document has been launched into the new individual protection regime following last year's reduction in the lifetime allowance. Helen Morrissey asks whether this new protection is useful or whether it is an unnecessary complication

clock 03 July 2013 •

Wrap/platforms

The growth of D2C platforms

Natanje Holt asks whether the growth of the D2C platform market is one benefit from RDR

clock 03 July 2013 •

Income

Stuart Bayliss interview: Improving the retirement income journey

In April The Annuity Exchange was chosen to build and run the Pension Income Choice Association's (PICA) adviser directory. Helen Morrissey speaks to chairman Stuart Bayliss about the project and how it will help people choose a more appropriate retirement...

clock 02 July 2013 •

Pensions

Carey Pensions: What's next for the SIPP market?

Retirement Planner editor Helen Morrissey talks to Carey Pensions CEO Christine Hallett about the challenges faced by the SIPP market

clock 02 July 2013 •

Your profession

This week's Movers & Shakers

MOVERS & SHAKERS

clock 01 July 2013 •

Economics / Markets

Five things clients will call you about this week

Here are five things clients may have read in the weekend's papers…

clock 01 July 2013 •

Your profession

Quick quiz of the week's news #3

QUICK QUIZ

clock 28 June 2013 •
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