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Latest - TAX AND TRUSTS

  • Life expectancy increases slowing ‘dramatically’

    16 August 2018

    Increases in life expectancy have slowed dramatically in recent years, in what pensions provider AJ Bell said could have huge ramifications for society if it continues.  Life expectancy for males at birth improved 4.2 weeks a year from 2011 to 2016, compared to 17.3 weeks a year in the preceding six-year period. Meanwhile, female...

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  • EISA launches membership programme to encourage greater participation

    14 August 2018

    The Enterprise Investment Scheme Association has launched a new membership programme for advisory firms, and is targeting financial planners, advisers and paraplanners. The Financial Planning programme will offer members a forum to share their views at the highest policy levels, as well as access to a range of online resources, free workshops and training...

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  • Rise in number of people wanting IHT advice expected

    9 August 2018

    As inheritance tax receipts hit a record £5.2 billion for 2017-18, the number of people seeking advice for inheritance tax planning is set to rise.  More than three quarters (78%) of advisers expect the number of retail investors requiring help for IHT planning to increase over the next three years, according to new research...

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  • Technical: Unusual assets in a SIPP/SSAS – Intellectual Property

    6 August 2018

    IP may not be the easiest asset to include in a SIPP or SSAS but it has particularly benefits when had in a pension wrapper, explains Martin Tilley, director of Technical Services, Dentons Pension Management Amongst the more unusual asset classes you may find within registered pension schemes, is intellectual property. Whilst offering the potential for regular...

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  • Adviser firms risk neglecting under 45s and intergenerational wealth

    2 August 2018

    Adviser firms are at risk of neglecting the under 45s and with it the chance to win inherited pots, a new report by Sanlam has warned.  Sanlam’s Generation Game report found that two thirds (66%) of advisers are not taking any steps to proactively engage with under-45s and a further quarter (23%) of advisers...

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  • Calls for reform of tax relief on pensions, the LISA and triple lock

    30 July 2018

    A ‘fundamental reform’ of pensions tax relief is needed with widespread acknowledgment that the current system is not an effective or well-targeted way of incentivising people to save into pensions, a new report by the Treasury Committee has found. In the Household finances: income, saving and debt report, the Committee said the government should give...

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  • Technical case study: Mixed use property in SIPP and SSAS

    29 July 2018

    Matthew Storey, business development manager, XPS Pensions Group SIPP & SSAS takes a case study of a client wanting to invest in mixed use property in their pension, and explains what the issues and solution would be. Investing in property is still a popular choice among clients. We alone have seen the number of...

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  • Survey looks at financial terminology understood by consumers

    26 July 2018

    Financial terminology remains a minefield for many UK adults, with a large number lacking the knowledge and confidence to correctly understand the different meanings, according to research by Reboot Online Digital Marketing Agency.  Of all the financial terms, Reboot Online found ‘savings account’ was the best understood, with 92% of British adults feeling confident...

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