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IHT / Tax Planning

News

Platforms rule out copying Standard Life's rebate tax move

22 May 2013 10:00 am | By Sam Macdonald

Platforms say they will not follow Standard Life and pay clients’ rebate tax for 2013.

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Analysis

Tony Mudd: When it pays to give

16 May 2013

Using the new inheritance tax rules means in some cases varying a gift to charity is to the advantage of all beneficiaries.

Martin Churchill: Generalist VCTs back in fashion

2 May 2013

Generalist VCTs proved more popular with investors in 2012/13.

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Tony Wickenden

Tony-Wickenden-MM-grey-250x255.jpg

Tony Wickenden: Cracking the communication conundrum

13 June 2013

Engaging your clients with relevant messages is the key to better communication.

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Poll

Should commission on non-advised annuity sales be banned?

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Money Marketing 7 June 2012


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