SLG LiveSite Portlet

Latest Financial Adviser News

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08 August 2018

Getting on the property ladder with help from bank of gran and grandad

Rising property prices and the increasing cost of further education mean that today's young adults face a much greater financial hill to climb than previous generations. And increasingly it's grandparents who are coming to the rescue.

01 August 2018

UK with profits bonus declaration

We've announced our with profits bonus review today

27 July 2018

Loan Trusts: don't pay the price when repaying the loan

Loan trusts are a great way for clients to cap or reduce their IHT liabilities while retaining access to their capital. But advice shouldn't stop at the immediate IHT savings.

06 June 2018

Taking the pain out of the annual allowance tax charge

Some of your higher earning clients may be facing a tax charge on their pension funding in 2017/18 as a result of the tapered annual allowance. Furthermore, many may be unaware of this as pension providers only have to inform those who paid in more than the full £40,000 annual allowance to their scheme.

31 May 2018

Changes to IHT - will it be simplified?

If you could change one thing about inheritance tax what would it be? The Office of Tax Simplification (OTS) has been conducting a review of the existing system by asking individuals, advice professionals and representative bodies for their experiences, and any suggestions as to how the IHT framework and processes can be improved. There's still time to add your comments - the deadline is 8 June.

SLG LiveSite Portlet