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Lifetime Allowance Changes & Opportunities

by 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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Charitable Giving & Gift Aid

by on 23·02·2016

How often do you tell your clients to give money away? This may seem counterintuitive to an adviser, particularly if you have spent years working with your client to build up savings, but if your client is a higher or additional rate tax payer this is certainly something you should look to discuss with them.

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Final Salary Pension Benefits

by Niki Gahan on 16·02·2016

Transfer of final salary pension benefits has quickly become a viable option; not only in relation to the additional flexibility a money purchase arrangement provides, but also in respect of the death benefits.

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Second Home Stamp Duty & Income Tax

by on 09·02·2016

From April 2016 investment in buy-to-let & second home properties will become harder for the majority. A 3% surcharge on each stamp duty band could potentially choke the market into breathing its last major breath.

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The Perfect Suitability Letter

by Damian Davies on 01·02·2016

At a recent Threesixty seminar Damian discusses what makes a great suitability letter, breaks down what the regulator wants to see and proposes a suitability report for the near future.

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