Paraplanning

• Buying a business using SIPP & SSAS pension schemes

  

  Can your client’s pension help them buy a business? Jeff Steedman, head of Business Development, Xafinity SIPP & SSAS, looks at the process and the pros and cons involved

• Benefits of 8 and 10 year terms for structured products

  

  Longer investment terms increase the opportunity for structured products to mature with a positive gain for investors, says Colin Mclachlan, Lowes Financial Management

• Why we don’t agree with the PFS view on insistent clients

  

  ATEB Consulting director Steve Bailey explains why the firm believes advisers should not be taking a blanket approach to insistent clients

More Articles

• Percival and Harrison review suitability report writing at Technical Insight Seminars

  

  Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

• How to get commercial land accepted as an asset in a SIPP

  

  Martin Tilley, director of Technical Services, Dentons Pension Management, provides pointers to help get commercial land accepted by a SIPP provider

• 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

• 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