Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you've viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate.
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Premier Asset Management is planning for a return to the London Stock Exchange nine years after it was taken private. The Sunday Times reports the fund group has hired stockbrokers Keefe, Bruyette & Woods and analysts Numis to work on the £200m listing by the end of the year. Buyout firm Electra Partners, which took […]
Much has been theorised about the Lifetime Isa since it was announced. The question is, will Lisa be beneficial to savers or not? Read more
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Being a bit of a tennis fan, I look forward to Wimbledon each year, not only for the matches but also for the discussions and debates. I likened the tennis debates to the financial planning world at the moment. There were a number of young (under 30) players all showing great aptitude to take the […]
The two largest assets an individual is likely to own are their house and their pension fund. While downsizing a house in later life might be an option, releasing the assets from a pension to provide an income for life is a long-term strategy. With this in mind, it is reassuring to see the FCA […]
Now is the time for business owners to be thinking about the future of their firms and how to attract and serve the next generation of clients