Jelf Employee Benefits highlights new legislation, key requirements and policy considerations when structuring international private medical insurance (IPMI) for expatriate employees in Qatar. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Qatar.
Following recent adviser research Technical Connection carried out with our insight partners So Here’s the Plan, it is clear inheritance tax and estate planning is seen by advisers as an area of advice that has increasing importance. This will not surprise you. Consider the self-evident market dynamics. For advised business (for which adviser charges, however […]
The Government has confirmed reforms to “death tax” rules will allow savers to pass pension wealth down through generations of people indefinitely. Amendments to the Taxation of Pensions Bill published today confirm savings can be passed down through “successors”. There had been concerns the Government could legislate so that on the “second death”, a beneficiary […]
Sales of annuities may have “bottomed out” from the impact of March’s Budget reforms despite annuity rates hitting 12 months lows, figures for September show. According to Iress’s quarterly report on at retirement products sold through advisers, there were 10.5 per cent more single-life annuities sold in September than in August, with sales increasing by […]
We all recognise the dilemma of knowing when is the best time to buy. Prices could fall, updated versions could be released, and procrastination invariably does not increase the price. This is not the case for life and critical illness, buying sooner is almost always the right answer and delaying is the wrong decision. This […]
Jelf Employee Benefits focuses on Ebola Virus Disease (EVD) and what this means for businesses with operations in West Africa. This will be of particular interest to those with employees either travelling to, or living within, West Africa, the area affected by the most catastrophic outbreak of Ebola to date.
Advisers will not be eligible to become shareholders in AJ Bell when it floats unless they are a customer of a business, the platform has said. The business is preparing to list on the main market of the London Stock Exchange either in December or early 2019. As part of the listing, AJ Bell is […]
Paraplanning firm Heather Dunne Consulting has gone into liquidation after its principal restricted its pension transfer permissions. Adviser Heather Dunne founded the firm in 2002 to support advisers doing pension transfers and the firm’s biggest client was HDIFA. HDIFA is also run by Dunne but was placed on voluntary suspension in July 2017 when it was […]
HMRC is tightening the screw on tax avoidance involving profit fragmentation Tax avoidance continues to drive Treasury and HM Revenue & Customs activity. Over the summer, the Revenue published responses to its consultation on proposals to tackle schemes designed to move UK business profits outside the charge of UK tax, often using offshore trusts and […]