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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, […]

Delving into default pension funds

Default pension funds vary greatly in terms of investment approach, manager structure, performance and charging Around nine out of 10 people rely on their pension provider’s default fund to save for their retirement, making it important to keep track of what is on offer. We recently carried out an update to our study comparing the […]

Canada Life welcomes HMRC’s DOTAS legislation

“HMRC’s tax guidance provides welcome clarity around the use of mainstream estate planning solutions, such as flexible reversionary trusts,” says Sean Christian, MD & Executive Director – International Businesses, Canada Life International. Sean Christian said: “The new Disclosure of Tax Avoidance Schemes (DOTAS) legislation enables HMRC to crackdown on aggressive tax avoidance schemes, while the […]

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How advisers prove their value for money

One of the fundamental questions for advisers is how they demonstrate their worth to clients. This is crucial if they want to attract new customers to the business, as well as keeping existing clients happy that they are getting value for money. FCA regulations may stipulate key feature documents and a list of adviser charging […]

Trusts: Easier than you think?

Protection providers often extol the benefits of placing plans in trust. The advantages for clients are widely recognised and numerous – inheritance tax mitigation, avoiding probate delay, controlling claim proceeds, and so the long, familiar list continues. Yet, dismissed as unnecessary form-filling, or simply viewed as irrelevant in the context of a mortgage sale, less […]

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