September 2017


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  • LISA confusion for saving employees

    16 May 2017

    Two in five (39%) employers believe the Lifetime Isa (LISA) will cause confusion for employees looking to save, according to the latest Close Brothers Business Barometer, a quarterly report surveying 900 employers in the UK. Yet despite the anticipated effects, just 20% of the 900 UK employers surveyed said they plan to react by...

  • Order of Gifting – The Flexible Friend

    9 May 2017

    When can a client make a gift for IHT purposes but still continue to receive a benefit? Kim Jarvis, technical manager, Technical Services Team, Canada Life, looks at two structures that offer this capability. The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. As this series has...

  • Powwow Down South – highlights from the discussions

    8 May 2017

    Rob Kingsbury reports on discussions from the recent paraplanner mini-Powwow held in London. [Powwows are held under Chatham House rules whereby the content may be reported but not who said what.] When planning this first 2017 Powwow Down South, the three organisers – Alan Gow of Argonaut Paraplanning, Nathan Fryer of Plan Works and Dan Atkinson of...

  • Technical: Order of Gifting – Why lend first?

    26 April 2017

    Following on from her last article in this series on IHT and estate planning where Kim Jarvis, technical manager, Technical Services Team, Canada Life, examined the order of gifting and how getting it wrong could be costly but getting it right could save a massive amount in inheritance tax, over the next few weeks, here...

  • Over 5.5 million people saved more into pensions since pensions freedoms

    17 April 2017

    New research from Aegon has found that 14% of working age people are saving more into their pension as a direct result of the pension freedoms. This equates to some 5.5 million people in the UK contributing more to a private or workplace pension because of the reforms. This increased level of saving is reflected...

  • Technical: IHT and estate planning – Order of Gifting

    11 April 2017

    In her sixth article for Professional Paraplanner on IHT and estate planning, Kim Jarvis, technical manager at Canada Life, highlights the pitfalls when gifting assets and the importance of doing so in the right sequence. When passing accumulated wealth to future generations it is essential to consider the order in which gifts are made...

  • AJ Bell launches CGT calculator tool

    10 April 2017

    AJ Bell has launched a new capital gains tax (CGT) tool to help advisers and paraplanners monitor and manage clients’ CGT liabilities. The CGT tool is designed to enable users to quickly see capital gains and losses for each investment held in General Investment Accounts on the AJ Bell Investcentre platform.  The tool can also be...

  • Government needs to allow adviser charges to be taken from LISAs, says AJ Bell

    7 April 2017

    Government needs to think ahead and allow adviser charging to be facilitated via Lifetime ISAs as new research suggests this would encourage take up of the product amongst advised clients, says AJ Bell. The company undertook a survey of 232 advisers in January 2017 in which advisers said they expected demand from clients to...