Paraplanning

• 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

More Articles

• 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

• 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