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Tribunal upholds investor’s claim over £383k tax bill

Investors who have overpaid tax when drawing money from investment bonds could reclaim it through the courts following a ruling in favour of an investor who was landed with a £383,000 tax bill. The Upper Tribunal ruled in favour of Joost Lobler last week after he challenged HM Revenue & Customs over the bill. Lobler […]

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Just Retirement launches simplified advice service

Just Retirement has launched a simplified advice service for people with smaller pension pots in a bid to bridge the “advice gap” left by the RDR. The firm is offering the service initially through pension providers. Customers will be given personal recommendations over the phone on how to use their pension pot, including whether to […]

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The Technical Quiz: 16 April

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions…

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Experts warn of pensions brain drain as Webb and McClymont lose seats

The pensions industry is reeling after leading figures lost their seats, resulting in a pensions ‘brain drain’ in the House of Commons. Pensions minister and Liberal Democrat Steve Webb, shadow pensions minister Gregg McClymont, shadow Treasury minister Cathy Jamieson and work and pensions select committee chair Dame Anne Begg all lost their seats. Hargreaves Lansdown […]

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European equities 2018: Bond market volatility & the market implications

Rob Burnett, Head of European Equities, Neptune, discusses why he expects to see bond market volatility in 2018 and what the implications are for equities – particularly value strategies and European banks, where M&A opportunities are set to rise. Watch video here Important Information: Investment risks   This Fund may have a high volatility rating and past performance […]

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