Tax, Trust & ISA

Tax, Trust & ISA news for Financial Advisers and Paraplanners - FundsNetwork: New: tax tables 2020/21

FundsNetwork’s 2020/21 tax tables are now available, with updated rates and thresholds for the coming year. more...

Tax, Trust & ISA news for Financial Advisers and Paraplanners - FundsNetwork: Tax relief, annual allowances, tapering and what triggers the money purchase annual allowance

Calculating clients' pension allowances, particularly at tax year end, can be complex. Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss the many steps involved in the process. From the critical starting point of tax relief they also discuss carry forward, annual allowances, tapering and what triggers the money purchase annual allowance. more...

Tax news for Financial Advisers & Paraplanners - Prudential: Bond Taxation

In some respects, Insurance Bond taxation is nice and simple. No income arises for the investor, so no annual self-assessment obligations. more...

Pensions news for Financial Advisers and Paraplanners - FundsNetwork's Pension lifetime allowance guide

Planning has undergone a range of changes over the years. FundsNetwork's guide covers areas such as transitional protection, enhancements and reductions, test trigger events and the LTA charge. more...

Pensions news for Financial Advisers and Paraplanners - Prudential: Will your client be able to claim the Annual IHT Exemption?

An individual has an annual exemption for lifetime transfers of £3,000 per tax year. After making use of your current year’s exemption, you can also carry forward any unused amount from the previous tax year. more...

Technical update for Financial Advisers and Paraplanners - Prudential: Extracting Profits from a limited company in the most efficient way

Robert owns a limited company and reviews his remuneration at the end of his reporting period, 31 March each year. He usually takes a combination of low salary and high dividends. The business has generated £100,000 of profit for the year and Robert uses the remuneration taken out in December to pay his bills etc for the next calendar year. more...

Technical news for Financial Advisers and Paraplanners - FundsNetwork's tax and pension technical materials

To help your discussions with clients at this time of year, our range of client-facing guides explain the more complicated aspects of pensions and allowances, in simple terms more...

Pension Webcast for Financial Advisers and Paraplanners - Old Mutual Wealth: PENSION: Annual allowance excess tax charges and scheme pays Thursday 30 January 2020 at 10am

An increasing number of people’s retirement plans are being affected by the tax law. There is a lot of confusion and concern amongst clients. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Tax and pension technical content all in one place

The whole area of retirement planning is arguably more complex than ever before, so FundsNetwork have pulled together a range of topics that have been popular with advisers and paraplanners in recent months. The toolkit allows you to easily navigate to the content of most interest to you. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Pension death benefits and the tax implications

As pensions can play a dynamic role in terms of succession and inheritance tax planning, FundsNetwork uncover the various technical aspects involved in a series of articles and videos. They look at the type of death benefits payable and the tax implications under both defined and money purchase schemes. To find out more, check chapters 3, 4 and 11 of their 'Retirement planning and pension toolkit'. more...

IHT planning for Financial Advisers and Paraplanners - Old Mutual Wealth: Have you ever had a joint life application declined because one client's health makes them uninsurable?

If the plan was on a last death basis for IHT planning, that probably left you with a dilemma: how do you ensure the money is paid out to the beneficiaries at the correct time? more...

Tax News for Financial Advisers and Paraplanners - Aegon’s Tax-efficient protection planning for the small business

Read Aegon’s Tax-efficient protection planning for the small business to find out how packaging relevant life with an executive income protection policy can provide an attractive employee benefits package. more...

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...

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