Monthly Archives: September 2015

Developments in The Retirement Income Planning Market

Annuity provider consolidation , fund management group interest and the development of structured products with annuity qualities have important implications for the range of solutions that will be available to planners developing retirement income strategies for their clients in the “post freedoms” world.

  • Be better informed.
  • Reduce risk.
  • Do more business.
  • Communicate better and smarter.
  • Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Expanding the DOTAS hallmarks on IHT

Draft regulations have been issued for consultation and response on extending the hallmarks for the issue of DOTAS reference numbers to IHT arrangements. This development ha relevance for financial planners.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Developments in Tax Avoidance

HMRC ability to secure “tax up front” through APNs strengthened through the ruling in their favour in a recent judicial review.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.