Planning

• When and how clients can take their pension lump sum

  

  John Keenan, Xafinity SIPP & SSAS, examines the rules that apply to pension lump sums and how they can be accessed efficiently by clients.

• Carrying out a SIPP book migration

  

  Where industry consolidation means a SIPP book is with a provider an adviser would not have chosen, a migration may be necessary but the process is not always easy.

• MiFID II and the challenges of providing aggregated costs and charges statements

  

  Steve Bailey of ATEB Consulting looks at the rules around aggregated costs and charges arising from MiFID II.

More Articles

• Where I see the challenges and opportunities in 2019

  

  Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry

• Christmas and the art of wrapping up gifts when estate planning

  

  Rosie Marlow, associate consultant, Mattioli Woods, equates approaches to Christmas gift buying with the needs of clients when gifting their wealth 

• With market risks growing a degree of caution is warranted

  

  A degree of caution is warranted in investment markets at the moment, says Steve Bates, Chief Investment Officer, GuardCap Asset Management

• Not from the high street – why we must focus on quality and value

  

  Rathbones’ David Coombs tried as hard as he could to buy a suit from the high street, but the experience was appalling. What deep-seated problems are behind poor performance from UK retailers?

• Avoiding pitfalls with Power of Attorney

  

  Martin Jones, technical consultant at AJ Bell, highlights some traps to watch out for with clients who are thinking about setting up a Power of Attorney

• Planning opportunities around scheme pays

  

  Gareth James, head of technical resources at AJ Bell looks at when it pays to scheme pay in the right way

• What HMRC vs Staveley means for adviser clients

  

  How HMRC will interpretation death benefits in respect of IHT where a pension transfer takes place, in the light of the recent ruling in Staveley vs HMRC

• Why robotics and AI will be winners of US-China trade war

  

  Robotics, automation, and AI may be the only winners from the US and China trade war

• What importance the midterms for UK investors?

  

  With the Rathbones multi-asset portfolio heavily invested in the US, funds manager David Coombs looks at the possible impact of the US mid-term elections on the US economy and stockmarket performance

• Markets – concerns around growth

  

  Current movements in the market appear to be more than a whimsical sector rotation, says Anthony Rayner, manager of Miton’s multi-asset fund range