Providers and advisers have called for greater clarity from HMRC over how relevant life plans with critical illness cover will be taxed. Aviva has stood by its relevant life plans after communication from HMRC has thrown their tax status into doubt. In a letter from HM Revenue & Customs to fellow relevant life provider Vitality […]
Much has been debated in recent weeks about how to ease the pressure on an unsustainable state pension. According to the Centre for Policy Studies, spending on the state pension has risen by 25 per cent over the past six years to £86bn. With more than a million people joining the over-65s demographic in the […]
What might Trump’s policy proposals mean for markets and key components of the US economy going forward? The questions outnumber the answers at present. Loomis Sayles Macro Strategies takes a look at the impacts of the US election. Click here
Almary Green has lost a much loved and respected member of its advice team: Mark Ring. Mark, who was aged 49 and leaves a wife and three daughters, died suddenly and unexpectedly at home on Sunday 6 November. The loss of Mark has come as a devastating blow for family, friends, clients and colleagues. Mark […]
Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here
Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]
By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]
Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?