Planning

• Case Study: Swapping a personal pension to a SIPP for property purchase

  

   Moving a personal pension to a SIPP to make a property purchase can be the smart move, writes Jessica List, pension technical manager, Curtis Banks Group

• Investing for sustainability: Can investors affect plastic reduction?

  

  By embracing companies contributing to a cleaner and more efficient (circular)economy, Quilter Cheviot’s Claudia Quiroz believes they can

• PRIIPS – the challenges for adviser firms

  

  What do advisers need to understand about PRIIPs and the challenges posed by the regulation which came in earlier this year? Ulf Herbig, product owner at KNEIP provides an insight

More Articles

• Time to embrace volatility

  

  Markets have been volatile but that is to be expected and investors need to look through the noise to opportunities, says Miton’s David Jane

• Market uncertainty as long term trends are challenged

  

  Markets are trying to understand whether new developments are short term reversals, or something more structural

• The rise of Green Bonds – their pros and cons

  

  Liontrust’s Kenny Watson looks at the rise in green bond issuance and whether these investments represent good investments

• Pension transfers advice rules published but further consultation required

  

  FCA publishes Advising on Pension Transfers final rules and guidance but puts some areas out for further consultation

• Staying compliant with SIPP/SSAS connected tenant rent reviews

  

  SIPP/SSAS holders need to ensure that connected tenant rent reviews are always on a ‘commercial basis’ to ensure compliance with HMRC, advises John Keenan, corporate development manager, Xafinity SIPP & SSAS

• How to reduce clients’ bills from dividend tax cut

  

  The cut in dividend tax allowance will see clients pay more tax. Kim Jarvis, technical manager, Canada Life uses 3 case studies to show how the tax bill can be reduced

• Facebook and US internet disruptor backlash

  

  Recent events suggest that the outlook for big US technology names is riskier than previously thought, says David Jane, manager of Miton’s multi-asset fund range

• Protectionism and the growth of political risk

  

  Anthony Rayner, manager of Miton’s multi-asset fund range, looks at two recent events and how they link to political risk in the markets and global growth

• Applying RNRB in respect of downsizing

  

  How does the residence nil rate band work after the client or their benefactor has downsized their property? Kim Jarvis, technical manager, Canada Life, explains with case studies  

• 3 top tips for tax year end – a brief checklist for advisers

  

  AJ Bell’s Tom Selby offers three tax tips for advisers in the run up to the tax year end