IN THIS ISSUE – Click here to view
• Paraplanner Profile: Peter Cross, paraplanner with London Wall Partners, describes his paraplanning role and his passion for helping philanthropic clients do the most good with their money
• Tax: The residential nil rate band (RNRB) comes in from April 2017. Marcia Banner, senior tax and trust consultant of Technical Connection, examines the purpose, implications and IHT planning opportunities of the RNRB
We have two articles on the Lifetime Allowance for you this issue:
• What investment options are open to a client approaching the LTA limit?
• What happens if a client has breached the LTA?
PLUS
• SIPP property case study
• Top tips on winning industry awards
• Adapting annuities to the post Pensions Freedoms world
• Why administrators should not be under valued
• Comment: Plan for a range of scenarios in 2017