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RSAIFS introduces UK planning pack

Royal & SunAlliance International Financial Services is launching a UK inheritance tax planning pack.

The pack has a general guide to inheritance tax including sections on rates, allowances and mitigation techniques.

It also contains information about RSAIFS&#39 gift, loan and capital access trusts with an advisers guide.

RSAIFS technical services consultant Brendan Harper says: “The pack aims to aid the IFA in making his clients feel comfortable with IHT planning by presenting the subject and strategies in a simple, structured way.”


Nigel Chambers

In terms of opportunity for building up a corporate client base, stakeholder ranks alongside the introduction of Serps and contracting-out in 1978 and personal pensions in 1988.We have less than a year before 300,000 companies need to have stakeholder or stakeholder-exempt arrangements in place. This is a major challenge which I believe the IFA sector […]

Lords give leave of appeal in landmark pensions case

A landmark test case this week may prevent personal pensions being seized in the event of bankruptcy. The House of Lords has given two bankrupt former accountants provisional leave to appeal against a Court of Appeal ruling earlier in the year which gave their creditors&#39 the right to seize their pension funds. Pension providers say […]


10 QUESTIONS THAT DEMAND ANSWERS1: What benefits can multi-ties, product ties, white labelling or dep-olarising stakeholder products bring to consumers which the current system fails to deliver?2: How much will any change cost to implement, who will pay for this change and by what method?3: What possible changes to stakeholder and Isas could be made […]

L&G act with lenders to offer improved access to online mortgages

Legal & General is revam-ping its online mortgage decisions software to allow advisers to input borrowers&#39 data directly into lenders&#39 application systems.L&G says the new facility will allow advisers to produce credit-scored acceptances in principle in 60 seconds.The life office also says the new functions have been developed following collaboration with its supporting lenders. Advisers […]


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