Tax, Trust & ISA

Tax trust and ISA news for Financial Advisers and Paraplanners - Recommending FundsNetwork’s ISA and Investment Account to your clients

FundsNetwork’s due diligence guide covers the reasons why you can recommend their ISA and Investment Account to your clients. It provides detailed information about our service and commitment, including the investment range, income options, bulk switching and much more. more...

Retirement news for Financial Advisers & Paraplanners - Aegon: Inheritable ISA now available on Aegon Retirement Choices (ARC)

If your client owns ISAs when they die, their surviving spouse or civil partner can now use their inherited additional permitted subscription on ARC more...

Savings webinar for Financial Advisers and Paraplanners - Prudential: Handling income and investments with care webinar

Register to join one of Prudential’s webinar sessions on Wednesday 18 September,to help you identify new opportunities with your clients. more...

Trust news for Financial Advisers and Paraplanners - Prudential: All aboard the online train

As we all know too well,. HMRC has a multitude of forms, but regardless of that, can you specifically identify ‘Form 41G’? Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...

Pension news for Financial Advisers and Paraplanners - Prudential: Death benefit nominations

It’s all over the media that we need to talk more about uncomfortable subjects, eg organ donation, mental health, funeral plans etc. In the pensions world, this includes death benefit nominations. more...

Retirement news for Financial Advisers & Paraplanners - Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?

Register to join one of Prudential’s webinar sessions on Thursday 15 August, to help you identify new opportunities with your clients. Presented by Jacqueline Clezy – Technical Manager. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential CPD compilation – Discretionary Trust Taxation

It's simple to explain to a client when there's no Inheritance Tax (IHT) to pay at outset on a lifetime gift. But can you explain to a client what the ongoing IHT implications are of using a discretionary trust? The relevant property regime is complex and if you don't understand it, you could inadvertently cause a tax charge, or miss an opportunity to avoid one. more...

Tax news for Financial Advisers and Paraplanners - Zurich: Buy-to-let tax traps: What clients need to know

The government is making life increasingly complicated for private landlords, and advisers need to be wary of a number of potential tax traps when working with clients with second homes, writes Zurich’s Andy Woollon... more...

Tax news for Financial Advisers and Paraplanners - Zurich: What if clients exploited all their allowances?

Exploiting all available allowances could, theoretically, and for clients with plenty of capital, net tens of thousands of tax-free money, writes Zurich’s Andy Woollon… more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Standard Life: top slicing relief changes advisers need to know

Changes to HMRCs guidance on top slicing relief mean it may no longer be as quick and easy to determine if there's additional tax to pay when a bond is surrendered. In some cases, the shorthand method could now be a shortcut to the wrong tax destination. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Royal London: Life cover for life

When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax (IHT) planning tool for high net worth clients more...

Partner Webcast for advisers and Paraplanners - Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time

Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: The lifetime allowance: the devil’s in the detail

Even though the lifetime allowance (LTA) may have been introduced as part of ‘pension simplification', back on A-Day in April 2006, given the constant tinkering it has seen over the years, LTA planning can be far from simple. In his latest article, Paul Squirrell, FundsNetwork’s National Pensions Sales Manager, covers the principles of the lifetime allowance, the protections available and the tax charges. more...

Investment news for Financial Advisers and Paraplanners - Defaqto: Discretionary Management and CGT

One of the reasons for selecting a discretionary managed, segregated portfolio over a portfolio in a collective structure, such as ETF or OEIC, could be the treatment of tax. Specifically, the management of Capital Gains Tax. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential CPD compilation – Bond Taxation

Whether you're recommending an investment bond for your client, or advising them to encash one, it's important to understand how bond gains are taxed. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential Bonds & OEICs taxation quiz

Register to join one of Prudential’s webinar sessions on Thursday 20 June, to help you identify new opportunities with your clients. Hosted by Graeme Robb – Senior Technical Manager. more...

Tax trust and ISA news for Financial Advisers and Paraplanners - FundsNetwork: Calculating capital gains

Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, explains the complexities of calculating capital gains. He discusses the methodology and the different factors affecting calculations, such as: initial purchase costs, equalisation, notional distributions, rebalancing model portfolios, fees and charges and much more. more...

Tax trust and ISA news for Financial Advisers and Paraplanners - Probate fees false alarm: Unmarried couples represent the biggest life cover set-up risk

We thought that this brilliant piece that first appeared in Cover Magazine was, with their permission worth sharing. more...

Tax news for Financial Advisers & Paraplanners - FundsNetwork: Tax tables 2019/20

To help you prepare for the new tax year, FundsNetwork’s 2019/20 tax tables are now available to view and download. You’ll find all the tax rates, including Scottish rates, and thresholds you need at a glance. more...

Investment news for Financial Advisers & Paraplanners - Seneca Investments Managers: Searching wider for ISA income this year?

LF Seneca Diversified Income Fund is eligible for your clients' ISAs Here at Seneca IM, we understand that investors are having to search wider for an attractive income in their ISA. This is where our Diversified Income Fund can deliver. more...

Tax news for Financial Advisers and Paraplanners - Old Mutual Wealth: Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should provide you with some clarity. We also have a new detailed guide available, and an online tool, providing you with additional support. more...

Tax & Trust webinar for Financial Advisers & Paraplanners - Aegon: Demystifying trust and IHT planning webinar – earn 40 minutes CPD time

Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities. During the webinar Elaine covers: more...

Pension News for Financial Advisers and Paraplanners - FundsNetwork: Explaining how pension withdrawals are taxed

To aid your client conversations, download FundsNetwork’s guide 'Explaining how pension withdrawals are taxed'. more...

Isa news for Financial Advisers & Paraplanners - NS&I increases interest rates on ISA products

NS&I has announced that it is increasing interest rates on both its Junior ISA and Direct ISA. Interest rates paid on Junior ISA will be increasing by 75 basis points from 2.50% AER to 3.25% AER. more...

ISA news for Financial Advisers and Paraplanners - Old Mutual Wealth: Isa Cashback offer 2018/19 – promotional support is on hand

Open to new and existing customers, we have a great ISA offer your clients can take advantage of in the run-up to tax year end. Running between 12 December 2018 and 31 July 2019, if your client transfers or re-registers an ISA (or several ISAs) worth £100,000 or more from another provider we will pay them a cashback amount of up to £1,000. more...

ISA news for Financial Advisers and Paraplanners - FundsNetwork's guide to pension and ISA allowances

FundsNetwork's guide to pension and ISA allowances can help support your conversations with clients at this time of the year. It sets out the key information your clients may need about tax, to understand how they can make the most of their savings. You'll find this guide under the 'Client' segment in both the 'Pension' and 'ISA' sections of FundsNetwork's tax year end support zone. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Old Mutual Wealth: Five tax tips that demonstrate the value of advice

Never has it been more important to clearly demonstrate the value of advice. Peace of mind is hard to quantify. The amount of tax saved is not. more...

Tax news for Financial Advisers & Paraplanners - Aegon: We can help with tax year end planning

5 April is fast approaching, visit our tax year end zone to find all the resources you need to maximise the opportunities. You can also watch our webinar where our technical experts Elaine Cruickshank and Martin Haggart talk about the different financial planning opportunities at tax year end. If you view the webinar you can qualify for 45 minutes of unstructured CPD time, subject to verification. more...

Tax news for Financial Advisers & Paraplanners - Targeting EIS Tax benefits and returns with Blackfinch

Updated government requirements mean schemes can meet client needs with significant return potential alongside access to EIS tax benefits. A need for EIS investment Clients continue looking to Enterprise Investment Schemes (EIS) as powerful tax planning tools. Recent legislative changes mean they can also take a fresh approach to risk with a greater potential for gain. more...

Tax news for Financial Advisers & Paraplanners - Aegon: Tax Year End = Opportunity

For everything you need to make the most of the opportunities on the Aegon Retirement Choices (ARC) platform, just visit Aegon's tax year end zone. It has all the resources you need, including: more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Pension considerations – a step-by-step approach

Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, discuss how taking a step-by-step approach to identifying different client circumstances, can help to highlight important considerations. more...

Tax news for Financial Advisers and Paraplanners - Prudential: Finding the perfect B&B

The internal fund tax of wrappers such as bonds and Open Ended Investment Companies (OEICs) can be confusing. Here’s a simple fact though – within an OEIC, no tax is payable on capital gains and instead the client is potentially liable to capital gains tax (CGT) on disposal of shares. Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: Inheritance Tax webinar– overview, update, planning & trusts

Register to join one of Prudential’s webinar sessions on Thursday 21 February to help you identify new opportunities with your clients. more...

Tax news for Financial Advisers and Paraplanners - Prudential: Age is no barrier

It’s currently £3,000 and has remained unchanged since April 1981, back when Shakin’ Stevens was at number one in the UK singles chart with ‘This Ole House.’ Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...

Tax trust and ISA news for Financial Advisers and Paraplanners - FundsNetwork: ISA and pension marketing campaigns

Create your own marketing campaigns using FundsNetwork’s sample letter templates, which highlight the benefits of investing in pensions and ISAs. Then coupled with their range of client guides, you can produce a mailing or email. more...

Pension Webinar for Financial Advisers & Paraplanners - Old Mutual Wealth: Making the most of the pension funding tax breaks

The tax advantages associated with registered pension schemes can be enormously beneficial in helping members to secure their financial future. more...

ISA News for Financial Advisers and Paraplanners - Old Mutual Wealth: ISA Cashback offer 2018/19

Open to new and existing customers, we have a great ISA offer your clients can take advantage of in the run-up to tax year end. more...

Pension & ISA tools for Financial Advisers & Paraplanners - FundsNetwork: Your pension and ISA resources in one place

FundsNetwork™ has launched a dedicated support zone that includes a wide range of useful materials for this time of the year. It provides resources to help planning and aid client discussions, so that they can utilise valuable pension and ISA allowances. more...

Retirement news for Financial Advisers & Paraplanners - Royal London: Paying lifetime and annual allowance tax charges isnt always a bad thing - Royal London

Find out how paying annual and lifetime allowance tax charges can still make your clients better off in retirement. more...

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