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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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Tax Free Cash - Will he or Won’t he?

by Para planner on 15·03·2016

By the end of this Wednesday another Budget will have come and gone and another set of rumours laid to rest. The particular rumour that I am going to address here is whether or not George Osborne will remove the benefit of a tax-free lump sum on pensions.

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Lifetime Allowance Changes & Opportunities

by Para planner on 08·03·2016

The further reduction to the lifetime allowance from £1.25 million to £1 million in April 2016 will be the third cut to the allowance in four years. So what opportunities are available to individuals who may be caught by the reduction in the future?

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