May 2018


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  • Technical: RNRB downsizing addition case studies

    15 March 2018

    The Residence Nil Rate Band keeps on helping – even after downsizing. Canada Life’s Kim Jarvis explains.  In addition to the standard nil rate band (£325,000), from 6 April 2017 each person is entitled to a residence nil rate band (RNRB) to use against the value of their home if it is left to direct...

  • Technical Insight Seminars 2018 – Q&A, Paul Squirrell

    8 March 2018

    In this quickfire Q&A, Paul Squirrell, national pension sales manager at Fidelity FundsNetwork tells Rob Kingsbury how the company is supporting paraplanning and what he likes best when presenting to paraplanners. 1. How do you see the role of paraplanners in the financial planning market and going forward? Paraplanning has really risen to the...

  • Tax / Technical: Annual Allowance issues for DB members

    7 March 2018

    Fiona Tait, technical director, Intelligent Pensions looks at the complexity of end of year tax calculations for clients with DB pensions when it comes to the Annual Allowance – and uses a case study to explain the system. It’s that time of year again, four weeks to go and clients want to know how much they...

  • NS&I launches new phone services for financial advice firms

    6 March 2018

    NS&I has launched new services for financial advice firms via its Adviser Helpline. These provide advisory firms with access to information on their clients’ NS&I holdings via the phone and are intended to significantly speed up the process of working with NS&I. The new services available via the NS&I Adviser Helpline are: Speed of...

  • Cost of pension tax relief vs tax revenues – now is not the time to slash saving incentives say experts

    1 March 2018

    The cost of pensions tax relief remained stable in 2016/17, while personal pension contributions hit a record high during the same period, new figures from HM Revenue & Customs have shown. Pension tax relief was £38.6bn in 2016/17, just marginally up from the £38.5bn recorded the previous tax year. While personal pension contributions hit a record...

  • Calculating multiple chargeable event gains

    28 February 2018

    Kim Jarvis, technical manager, Canada Life looks at multiple chargeable event gains and the simple calculations you need to know. It’s widely known that chargeable event gains arising on life assurance policies, capital redemption policies and purchased life annuities are subject to income tax. Most paraplanners will also understand the chargeable gain calculation where...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • HMRC confirms how Scottish income tax will work

    21 February 2018

    HMRC has confirmed how pension tax relief will work for Scottish taxpayers following an overhaul of Scotland’s income tax system. The Scottish Government announced the creation of two new tax bands (‘starter rate’ and ‘intermediate rate’) in December 2017, the first time the Scottish Government has set different tax rates to the rest of...