Tax & Technical
Tax & Technical | 12 Jul 17
UK eyes ‘intervention’ to allow pension access without drawdown
The Financial Conduct Authority (FCA) has said it is looking to work with the UK government to allow savers to access their pension pots without taking drawdown amid fears consumers need greater protection in the non-advised drawdown market.
Tax & Technical | 12 May 17
Brewin chief demands UK prime minister act on savings crisis
Intergenerational wealth disparity, tax simplification and removal of the £1m lifetime pension allowance are all addressed in a remarkable letter to the prime minister from Brewin Dolphin chief executive David Nicol.
Best Practice | 13 Apr 17
Advice businesses must adapt to survive and thrive
Changes in regulation coupled with a transformation in client expectations and increased use of technology means financial advisers need to review their business model to ensure they have a business that is future fit, says Old Mutual Wealth’s Mike Leeson.
Best Practice | 8 Feb 17
The next phase for part surrenders of offshore life bonds
The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.
Best Practice | 13 Jun 16
How to maximise pension benefits with Qrops – Boal & Co
Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.