Rob Reid Caroline Banks 480

Rob Reid Caroline Banks 480

Robert Reid and Caroline Banks photographed in central London. Photo by Michael Walter/Troika

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Ukip to investigate advice ‘voucher’ system for retirees

Ukip has promised it will work to guarantee free advice to pensioners, as well as sharply increasing the budget for at-retirement guidance services. Alongside plans to overhaul state pensions announced yesterday, Ukip described current offerings from The Pensions Advisory Service and Citizens Advice as “completely inadequate”. It states that a Ukip government would make funds […]

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The Technical Quiz

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

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Ombudsman backs L&G and Scottish Widows in pension scam complaint

The Pensions Ombudsman has thrown out two complaints made against providers who allowed a member to transfer to a suspected liberation scheme. Joseph Winning filed complaints against Legal & General and Scottish Widows after the firms completed his request to transfer around £50,000 to the Capita Oak Pension Scheme. Winning says the providers failed to […]

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Time is ticking – making the most of IHT exemptions

As tax year end is almost upon us, have your clients made the most of their inheritance tax (IHT) exemptions? Did you know your clients can give as many individuals as they please £250 each. As long as the gift doesn’t exceed this amount (even by a £1) it doesn’t count in their inheritance tax […]

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