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Pension planning articles looking at pre-retirement, benefits in retirement and death benefits.
Our protection articles can help support your financial planning process and the opportunity to earn CPD hours.
Financial planning opportunities giving you information about inheritance tax and trust planning.
A review of the most tax efficient option to take a withdrawal from an investment bond
In this article we consider the benefits of UK Investment Bonds for the higher rate taxpayer.
Choosing the right tax wrapper for basic rate taxpayers
Choosing the right tax wrapper for higher rate taxpayers
Maximising Capital Gains Tax benefit and minimising tax losses
A look at who will be impacted by the child benefit charge & the planning opportunities to reduce or eliminate this charge
An appraisal of the methods of taking regular monetary amounts from Collectives & Investment Bonds.
Looking at how dividends will be taxed from 6 April 2016
With a 45% tax rate for taxable income over £150,000 together with the reduction in the personal allowance for those earning over £100,000 we consider the planning opportunities.
In this article we compare the tax benefits of an ISA and Pension.
This bulletin looks at how top slicing works and reducing the tax liability on an onshore bond surrender
We consider the planning opportunities offered by the introduction of the dividend allowance.
An overview of the tax efficient planning opportunities for saving for children and grandchildren
A look at the tax voucher issued for a platform investment account and where this information should be entered on a tax return.
This article looks at the taxation of corporate investments and other considerations.
Companies need to decide what to do with their profits, we consider the remuneration strategy options for shareholding directors
Charitable investments, and whether investment bonds are a suitable investment.
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