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Platforms face difficult second half after sluggish sales

Platforms should brace themselves for a difficult second half of the year as sluggish Isa sales led to a soft second quarter, consultancy Fundscape says. Fundscape’s latest platform market figures show total platform assets – including the advised and direct-to-consumer sectors – grew by £32bn to £604bn in the second quarter of the year. However, […]

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John Lawson: Govt cannot wash its hands of pensions dashboard

Another pensions dashboard deadline has come and gone, despite the original intention to launch in 2019. The feasibility study, first expected in spring and then delayed until summer recess, has still not been published. This begs the question: will the dashboard ever become reality? Rumour abounds that secretary of state for work and pensions Esther […]

Rachel Vahey

Rachel Vahey: New rules for inherited Isas

Changes mean the valuable tax advantages Isas are famed for can continue after death When an Isa account holder dies, it is possible for their spouse or civil partner to inherit an additional Isa subscription. This allows them to effectively inherit their partner’s Isa, as long as they were living together at the time of […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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