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Are low interest rates a concern to you and your corporate clients?

Catriona McInally, business development manager, explores how your corporate clients can manage their cash deposits and maximise returns without compromising security and liquidity.

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Firms demand clarity over tax treatment of relevant life plans

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 […]

PFS chief: Good ideas on the state pension are going to waste

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 […]

Almary Green pays tribute after adviser passes away

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 […]

Trusts and Taxations

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

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