November 2018


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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...

  • 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...

  • What constitutes taxable property in a SIPP?

    22 July 2018

    Martin Tilley, Director of Technical Services, Dentons Pension Management looks at the rules around taxable movable property, some unusual circumstances and assessing the risks involved. As a SIPP provider, we are often asked to comment on the acceptability of an asset. Despite the uncertainty surrounding SIPP due diligence, one point is not in dispute...

  • No HMRC rethink on taxation of pension withdrawals

    10 July 2018

    HMRC has come under fire for refusing to re-think its stance on the taxation of pension freedoms withdrawals. Under existing rules, providers are required to charge “Month 1” emergency tax the first time someone accesses their retirement pot under the pension freedoms. This means people who make a single flexible withdrawal from their fund...

  • Are investment pathways for drawdown the right way forward?

    8 July 2018

    The FCA wants to introduce investment pathways for consumers entering drawdown as part of its drive to ensure consumers are receiving value for money.  In its Retirement Outcomes Review, the Financial Conduct Authority (FCA) reported that one in three consumers in drawdown were unsure of where their money was invested. Meanwhile, a third of...

  • Tax benefits and AIM investing

    4 July 2018

    AIM is a market where good stock selection can add a lot of value and clients can take advantage of tax reliefs too. But there are caveats, says Matt Hoggarth, head of Research, Thesis Asset Management As a market for smaller and growing companies, AIM provides an important source of capital for businesses that are...

  • Supreme Court ruling on civil partnership will affect inheritance and tax rights

    3 July 2018

    The Supreme Court has ruled that a heterosexual couple can enter a civil partnership, offering legal and financial protection for both parties and a host of benefits including inheritance, tax, pensions and next-of-kin arrangements. Rachael Griffin, tax and financial planning expert, Old Mutual Wealth, said: “The future of civil partnerships has been swung wide...

  • July / August Issue OUT NOW

    28 June 2018

    In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...