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Bonds or Collectives

by Sean Donald on 27·04·2016

The recent changes to Capital Gains Tax rates and the introduction of the changes to dividend taxation taking effect from 6 April 2016, give rise to the question of which offers the best value for your clients – Bonds or Collectives?

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ISA Simplification

by Sean Donald on 05·04·2016

Following the recent budget, we are now looking at six different versions of ISA so it seems like a good time to take stock of what is available.

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Inherited ISA Allowance

by Para planner on 30·03·2016

As you know, the death of a loved one, particularly a spouse, is a difficult time and advisors need to be on hand to assist and guide their clients through the complexities of dealing with the financial side of their loved one’s estate.

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