Standard Life calls for trust use by families to be protected
- Wednesday, 13 August 2014
- Articles
Standard Life is concerned about new rules which it says may damage the use of trusts by families as a tax planning tool. Read more...
Boomers' top money regret: "failing to save for retirement earlier"
- Friday, 23 May 2014
- Articles
Research has found that almost one in five (18%) of those aged 55 or over say that failing to save for their retirement early enough has been their biggest financial regret.
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Fewer Britons planning to save this tax year in an Isa
- Tuesday, 22 April 2014
- Articles
Fewer Britons are planning to save into a cash or stock and shares Isa this tax year compared to last year, according to an annual study.
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Technical Update: Opportunities for preserving pension wealth of clients
- Monday, 23 December 2013
- Insight & Analysis
Post-RDR, more Financial Planners are focusing on estate planning as changes to legislation open up new opportunities and the demands of clients to secure wealth transfer tax effectively grow.
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