Tax & Technical
Tax & Technical | 7 Jan 16
Roller coaster 2016 for financial advisers
Following a year packed with change, announcements, and consultations, Canada Life International’s Neil Jones gives his view on what to expect on the tax and investment front in 2016.
Tax & Technical | 16 Dec 15
Retirement trends: The Twelve Days of Pensions
Embracing the festive season, Fidelity International presents to you “The Twelve Days of Pensions 2015”, outlining key retirement trends gleaned from customers calling its contact centre between July and November 2015.
Tax & Technical | 19 Nov 15
Expert guide to UK pension transfers overseas
Darion Pohl, chief executive of Prism Xpat provides an expert view on the factors an adviser needs to take into account when considering a defined-benefit pension transfer to a recognised overseas pension scheme for a UK retiree planning to retire overseas.
Tax & Technical | 13 Oct 15
EU succession regulation moves beyond borders
Intended to simplify succession law throughout the EU, legislation known as ‘Brussels IV’ now applies to the estates of deceased people in most EU countries.
Tax & Technical | 9 Sep 15
Technical briefing: The generation game
The chancellor’s introduction of a £1m nil-rate band for inheritance tax announced in this year’s Summer Budget may not be as generous as it first appears.