Feature

Stephen Peters, investment trust analyst at Charles Stanley, looks at how the investment trust sector is dealing with a testing 2011.

Matthew Stephens discusses how recent changes brought in by the Finance Act can bring estate planning benefits and lessen the impact of inheritance tax.

Nigel Barlow looks at the effects of living longer on retirement planning.

Peter Gould discusses the issues clients face when trying to get the most from their retirement income.

Providers are hailing it as a solution to pensioner poverty but retirement planners are taking a more cautious approach to using equity release in this way. Maryrose Fison takes a closer look at what advisers need to consider when advising on these products....

Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.

This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.

Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...

David Bower, head of marketing for iShares EMEA, unravels some of the misconceptions about exchange-traded instruments.

Will Goodhart, chief executive of the CFA Society of the UK, explains why there is more to belonging to an industry body than professional accreditation.