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Standard Life calls for trust use by families to be protected

Standard Life is concerned about new rules which it says may damage the use of trusts by families as a tax planning tool. Read more...

Boomers' top money regret: "failing to save for retirement earlier"

Research has found that almost one in five (18%) of those aged 55 or over say that failing to save for their retirement early enough has been their biggest financial regret. Read more...

Fewer Britons planning to save this tax year in an Isa

Fewer Britons are planning to save into a cash or stock and shares Isa this tax year compared to last year, according to an annual study. Read more...

Technical Update: Opportunities for preserving pension wealth of clients

Post-RDR, more Financial Planners are focusing on estate planning as changes to legislation open up new opportunities and the demands of clients to secure wealth transfer tax effectively grow.
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