March 2019


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  • Probate fee increases are undisguised death tax

    21 March 2019

    National advisory firm LEBC Group has called on the government to withdraw plans to impose what it says is a new “death tax” on estates from April. The Office of Budget Responsibility has confirmed that probate fees will increase from April 2019, resulting in costs rising from £215 to £6,000 for those with estates...

  • What paraplanners need to know when using commercial property within self-invested pensions

    21 March 2019

    What are the issues and practical considerations involved of using commercial property within self-invested pensions? Michael Hulse, Wealth Management consultant at Mattioli Woods provides a walk-through of the process and what paraplanners need to consider. One of the many advantages of self-invested pensions, whether those be small self-administered schemes (SSASs) or self-invested personal pensions...

  • Caution revealed in pension freedom withdrawals amongst Brexit uncertainty

    20 March 2019

    New research has suggested that pension freedoms investors are acting cautiously amid difficult market conditions and Brexit uncertainty. The findings revealed that, on average, regular annual pension freedoms withdrawals are 4.7% of the fund value, almost a third lower than a year ago, according to AJ Bell. The pensions group said savers appear to be...

  • Technical: When and how can clients best access pension lump sums

    20 March 2019

    John Keenan, head of Corporate Development, Xafinity SIPP & SSAS, examines the rules that apply to pension lump sums and how they can be accessed efficiently by clients. The breadth of pensions’ subject matter, especially within SIPP and SSAS, is vast, meaning it can be easily forgotten that at the heart of any pension...

  • Cathi Harrison asks: What direction for the financial advice market?

    19 March 2019

    Will we see a shift from smaller to large financial advice companies and what may be in the best interests of the client? Cathi Harrison. MD of Apricity Compliance muses on the current trend for growth and consolidation. Recently, an article caught my eye in relation to the Pearson Jones name being replaced by...


Latest Development

This could save a married or civil partner clients £4,800 in IHT per year

This tax exemption may be overdue a review but it is...

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2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...

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