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Ian Browne: Making the most of the marriage allowance in retirement plans

Advisers can help clients make some substantial tax savings The beginning of April heralded a new tax year and this brings updated tax allowances. Some of these new allowances can offer little gems to create value for clients and launch wider conversations about retirement planning in general. One such allowance is the marriage tax allowance, […]

Investment Uncovered: Brewin Dolphin on integrating advice and investment management

Brewin Dolphin group head of research Guy Foster explains how the company makes its investment decisions Do you take an in-house or outsourced approach to investment management? Historically, we are an investment firm, so the investment part of our proposition is central to what we do. Our clients benefit from financial advice integrated with investment […]

uk equities

FCA looks to ban debt management boss for client money breaches

The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]

taxes
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Lifetime allowance tax take triples after threshold cut

Savers who breached the lifetime allowance paid a third more in tax bills last year, new figures show. Those who pass the £1.03m ceiling can be charged up to 55 per cent, and according to a freedom of information request to HM Revenue & Customs, taxes related to LTA breaches nearly trebled to £110m in 2016/2017, from […]

Investment

Credit market outlook 2018

Credit is a building block of many portfolios, and has achieved strong returns in recent years. As 2017 draws to a close, Jonathan Platt, Head of Fixed Income at Royal London Asset Management, looks at some of the key questions that investors will be asking as they review their portfolios. Read the article here Past […]

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