Discounted Gift Trust – Inheritance Tax planning Do you want to know more about saving Income Tax and Inheritance Tax through sophisticated (but simply explained) planning and the option of …
TOP STORIES
Who is the client?
Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …
Chartered Financial Planners logos | TailorMade Pensions
The Chartered Financial Planners logos have been updated by the Chartered Insurance Institute (CII) and apply to individuals and corporate Chartered members. The Yardsick Agency have produced a handy checklist …
Free Financial Advice
The offer of free financial advice has been a bugbear of ours since the 1990s. The recent announcement by British Gas, and other utility companies, stating that the increase in …
QROPS Exit Penalties
I have written this article, QROPS exit penalties, following a recent enquiry we received, combined with the recent UK Government proposals to ban excessive charges linked to the transfer of …
International SIPP versus SIPP review
When is an SIPP not a SIPP ? – The International SIPP and Offshore SIPP explained The term SIPP has become synonymous with a UK pension in “offshore speak”, but …
The 18th International Fund & Product Awards 2017 Finalists
The International Fund and Products, Best Practice Awards 2017 are to be announced on 5th October at the exclusive Millennium Mayfair, London. This was the 18th annual awards and had, by all …
EU new tax avoidance law – review
EU new tax avoidance law targets Cayman, offshore and Channel Island schemes With BREXIT it is always worth noting new laws such as the EU new tax avoidance law which …
Retirement Planner Awards | 2017
The 2017 Professional Adviser Retirement Planner Awards results were announced on Tuesday 20th June 2017, and our very own Aisa Professional, part of the Aisa Group, won. Chaired by Deborah Benn, …
April 2017 Investment Returns
Investment report – April 2017 Portfolio April 2017 Investment Returns have been good. This article examines why this has been, where we currently are, and the considerations for the coming …