Tax & Technical
Retirement | 24 Mar 25
Lack of pensions technology risks ‘stifling’ engagement
75% of members don’t have access to retirement income estimators, savings calculators, and goal trackers
Pitfalls amid tax year end rush to secure non-UK residency status
In some cases, individuals are leaving without necessarily having a finalised plan
HSBC Life UK ‘urges advisers’ to be aware of full range of support available for CI policies
It paid out £93m in life insurance and critical illness claims during 2024
Standard Life posts 56% growth in offshore bond sales
58% of advisers are re-evaluating role of offshore bonds amid IHT concerns
Tax & Regulation | 25 Feb 25
Triggering a chargeable lifetime transfer to reduce IHT?
It is essential to take full advantage of the various reliefs and exemptions still available