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The £9bn Estate

A Masterclass in Tax Planning

Corporate Owned Bonds

A Simple Guide to a Tax Nightmare

Joint GIAs

Sean discusses the potential pitfalls of Joint portfolios

First Time Buyers

Pros, cons & deals available - the number of first time buyers are increasing.

Bonds or Collectives

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?

Ethical Sustainable & Responsible Investments

Figures released by the Investment Association on 25 January this year show that net retail ethical fund sales reached a new high in 2015, with sales of £715 million

ISA Simplification

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.

Inherited ISA Allowance

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.

SSAS Pensions

Using the SSAS Loan Back facility to tempt business owners in to Pension planning

Tax Free Cash – Will he or Won’t he?

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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    Three tools for perfect factfinding
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