Paraplanning

• 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 

• 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

More Articles

• 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

• Unravelling FCA Policy Statement PS18/20 – Pensions Transfers

  

  ATEB Consulting’s Steve Bailey looks at the key points in the FCA’s ‘Improving the quality of pension transfer advice’ paper

• Are advisers overlooking a SSAS opportunity?

  

  Clients dissatisfied with the running of their SSAS is an opportunity for advisers to help and thus build a valuable relationship with this group HNWs, says Matthew Storey, business development manager, Xafinity SIPP & SSAS

• How DFM fears could be costing adviser firms

  

  Concerns adviser firms have about using a DFM – costs, performance and having clients stolen – are misplaced fears which could be costing them – and their clients – more than they know

• Are we due a recession?

  

  As the business cycle expansion continues, increasingly the recession question is being raised. Anthony Rayner, manager of Miton’s multi-asset fund range, takes a view

• Why retirees need more support than ever

  

  Peter Hopkins, technical director at AJ Bell, looks at the practical issues with which retirees now have to contend and the options they have when it comes to balancing the taking of income and leaving wealth to their beneficiaries

• Pension Dashboard could help cut advice costs and prevent pension scamming

  

  Pensions Dashboard will help make pension advice more cost effective and so open up advice to more people. It could also help put an end to pension scams, says Kay Ingram, director of Public policy at LEBC Group

• Why it pays to check a client’s pensions death benefit nominations

  

  Using two case studies, Fiona Tait, technical director Intelligent Pensions, shows the importance of checking the client’s death benefit nominations are still appropriate