articles & commentary from James Hay Partnership

James Hay Partnership

Investment news for Financial Advisers and Paraplanners - James Hay February Masterclasses - last chance

Register today for the James Hay regional Masterclasses which start next week, running throughout February at eight locations across the UK. more...

Pension and Tax news for Financial Advisers and Paraplanners - James Hay: Proposed changes to the Money Purchase Annual Allowance

Don’t wait around for changes in pension tax relief, understand changes to the MPAA before they happen. more...

Partner Masterclass for Financial Advsiers and Paraplanners - James Hay February Masterclasses – Register Now

James Hay is holding its next series of Technical Masterclasses throughout February. These are small, regional events, which focus on technical issues that could affect your clients this year. more...

Autumn statement comment for Financial Advisers and Paraplanners - James Hay Partnership: Autumn Statement

Philip Hammond’s first Autumn Statement contained little in the way of headline grabbing news. However, there were a few throw away lines that may have serious implications for you and your clients. This Tech Talk picks up on some of these proposed changes and when more details become available, we will produce further Tech Talks. more...

Investment News for Financial Advisers and Paraplanners - James Hay: Technical Masterclasses – regional events

In light of chaos caused by the EU Referendum, the fall in value of the pound and ahead of the new Chancellor's Autumn Statement, advisers are faced with an increasing number of challenges. For example; how do you ensure that pension planning for high net worth clients remains tax efficient? more...

Investment news for advisers and Paraplanners - James Hay Partnership launches with Panacea Adviser

James Hay Partnership, the platform for retirement wealth planning has joined the growing community of Panacea Adviser. more...

James Hay: Tapered Annual Allowance and Planning Considerations

This Tech Talk provides insight into the challenges facing advisers as they endeavour to ensure that pension planning for their high net worth clients remains tax efficient. more...

James Hay: The lifetime allowance charge - a clear choice

The legislation to bring into being the new standard lifetime allowance (SLA) of £1m is part of the Finance Bill currently working its way through parliament. more...

James Hay: Joint General Investment Accounts

There are a number of reasons why a joint General Investment Account (GIA) may be unattractive to high net worth couples. Failure to take these into account could prove costly. more...