Paraplanning

• ISA estate planning – growing opportunities and use of the APS

  

  The number of ISA millionaires is growing. Joshua Croft, technical consultant at AJ Bell, considers the need for ISA estate planning and the opportunities this offers advice firms.

• Ensuring client understanding in pensions transfer advice

  

  How can you ensure a client understands the advice and the recommendations being made in a pension transfer case? ATEB Consulting’s Steve Bailey looks at what COBS says, and where advice firms make mistakes

• SSAS and IHT planning

  

  Stephen McPhillips, technical sales director, Dentons Pension Management uses a case study to spotlight how using a SSAS in pension planning can help to mitigate inheritance tax

More Articles

• Points to consider when clients access DC pensions early through ill-health

  

  Important planning points when advising clients looking to access their pension early

• Using a SSAS as a loan source

  

  SSAS offer an often overlooked source of finance available to clients, says Stephen McPhillips, Technical Sales Director, Dentons Pension Management

• Pension offsetting on divorce – where and when not to use it

  

  Martin Jones, technical team leader at AJ Bell, looks at when offsetting might be a useful solution and when it’s best avoided

• Post Brexit healthcare issues for expats

  

  EU healthcare and what clients need to bear in mind post Brexit.

• Structured products in the 10-years since the Financial Crisis

  

  Structured products have proved to be one of the best performers over the past decade, with 88% producing a positive result for investors

• What makes for the ideal paraplanner?

  

  Michelle Hoskin of Standards International sets out key principles and behaviours she believes make for the paraplanner advice businesses need both now and in the future

• 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

• 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