Category Archives: Investments

Pension Transfers and IHT

The Staveley case and what it might mean for pension transfers by individuals in ill-health.

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Individual Protection Deadline Approaching

Time is running out but there is still time to apply if you know how to spot those impacted.

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Life Policy Taxation Changes

Proposals for new rules on the taxation of part surrenders and part assignments of investment bonds.

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Capital Gains Tax and Entrepreneurs’ Relief

The conditions  to be satisfied to become entitled to entrepreneur’s relief and why they need to be taken into account in relation to any corporate investment.

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Capital Gains Tax Changes and the Budget

The change to the rates of capital gains tax and their implications for investment planning

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Corporate Investment

An assessment of whether the changes to the taxation of interest n dividends and capital gains affect corporate investment.

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Investment Choices

A reconsideration of investment choices in the light of the 2016/7 tax changes to dividends and capital gains.

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Pension Death Benefits: Nominees and successor’s drawdown

 

The rules on who can receive nominees and successor drawdown and who can specify who receives what death benefits are overly (and arguably unjustifiably) prescriptive .

It’s important for advisers to “hardwire” a review of the member’s expression of wish into the yearly financial review.

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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.

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Proposed ISA Changes

The “cashback” ISA an the Help to Buy ISA were announced in the Budget – Tony Wickenden considers the detail.

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