Wednesday, 30 May 2012 14:44

Technical Update: Income Investing

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In this edition of Technical Update we look at what makes a good income investment and how Financial Planners can maximise returns in a difficult climate. Problems in the Eurozone mean typically favoured investments, such as gilts, have fallen to their lowest ever level and are no longer seen as viable ‘safe haven’ investments. As a result, Financial Planners are looking outside the box for alternative means of investment to find growth potential.

Wednesday, 30 May 2012 14:31

Real life case study: Stephen Jones of 75point3

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Stephen Jones CFPCM helps a recently widowed, high-achieving academic cope with the personal loss she has suffered and begins to plan ahead for her financial future.

Wednesday, 25 April 2012 11:36

Cover feature: Sipps in business

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Rob Kingsbury talked to a variety of Financial Planner and asked them how they are using Sipps to provide a retirement solution across their client range, particularly for business owners.

Wednesday, 25 April 2012 11:30

Technical Update: QROPS pension changes

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In this edition of Technical Update we look at a pensions area which is often talked about among professional intermediaries but which is equally often poorly understood, QROPS and its derivatives.

Tuesday, 20 March 2012 15:04

Cover feature: RDR poker game is underway

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The RDR will bring sweeping change for the financial services sector. Many Financial Planners are ready but how are the product providers coping and what are they doing to ensure they remain fit for the future?

Tuesday, 20 March 2012 12:57

Technical Update: Social Investments

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Paolo Sardi, one of the founders of investment specialist ECPI, takes a detailed look at investment suitability covering the key issues and challenges for planners and clients looking for investments that meet sustainability guidelines.

Mary Stewart of Sipps specialist Hornbuckle Mitchell focuses on the new rules on flexible pension drawdown and how the market is evolving as a result. She looks at the opportunities for planners and some of the hurdles to be overcome.

Tuesday, 20 March 2012 12:44

Technical Update: Lifetime Allowance

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Mike Morrison from AXA Wealth looks at the impact the Lifetime Allowance is having on pensions planning and how planners are having to adjust to the new rules.

Financial Planner Ray Prince CFPCM helps a dentist ease his busy workload and move to Scotland

Monday, 19 March 2012 17:07

Proposed changes to residency rules

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For many years, the law regarding UK tax residence has been largely subjective with the only definitive rule being that a person is resident in the UK if they spend more than 183 days in the UK in a tax year. However, proposed changes to the residency rules could affect the tax status of many individuals and have a knock-on effect on their companies or trusts.

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