Tax, Trust & ISA

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...

Tax news for Financial Advisers & Paraplanners - Tax year end planning support hub

With another tax year end on the horizon, Prudential have packaged up the support you need in one place in their new and improved hub. You’ll find a range of handy tools, tips and technical insight, including the most common tax year end questions their technical experts answer at this time of year. more...

Tax news for Financial Advisers & Paraplanners - Octopus: Doing due diligence on VCTs

You’ve identified a client that could benefit from a VCT. You’ve talked them through how a VCT could help and the associated risks. You might then have a client looking to invest in a VCT. more...

Tax news for Financial Advisers & Paraplanners - FundsNetwork: Tax year end - Client guide to pension and ISA allowances

To support discussions with your clients, FundsNetwork’s latest guide to pension and ISA allowances, provides clear and concise information on the importance of maximising the allowances available. It can be downloaded from both the pension and ISA sections of their tax year end support hub. more...

Tax, trust and ISA for Financial Adviser and Paraplanners - FundsNetwork: All the tools you need for tax year end

FundsNetwork's tax year end toolkit contains all you need to help your business during this busy time and to ensure clients fully use their valuable annual allowances. more...

Tax, trust and ISA for Financial Adviser and Paraplanners - Old Mutual Wealth give the gift of financial frankness this christmas

Rachael Griffin, tax and financial planning expert, shares her top five tips on how to encourage your clients to break the taboo around money and have conversations this Christmas which could have a lasting impact on the whole family’s future. more...

ISA update for Financial Advisers & 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. Transfer an ISA worth £100,000 or more to us by 24 May 2019 and we’ll make a cash payment of up to £1,000 to your client. more...

Financial Planning update for Financial Advisers and Paraplanners - Have you seen Prudential’s Life Events hub

Recognising that it’s important you’re there for your clients at key milestones they reach and challenges they face, check out Prudential’s Life Events hub. more...

Tax and Trust news for Financial Advisers and Paraplanners - FundsNetwork: Dealing with tax in relation to pension withdrawals

HMRC has had to repay £372.5m of overpaid tax on pension withdrawals since the launch of the pension freedoms, according to FT Adviser (01.11.2018). To support you and your clients, FundsNetwork have created a practical guide explaining how the tax on a pension withdrawals is administered and outlines the process for reclaiming any overpaid tax. more...

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

In his latest video (18 Minutes), Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, talks about the complexities of calculating capital gains. more...

Pension news for Financial Advisers and Paraplanners - Prudential: Leaving on a jet plane…what does this mean for tax relief on future pension contributions?

My bags are packed and I’m ready to go but is there anything I should do about my UK pension before I move overseas? more...

Pension news for Financial Advisers and Paraplanners - Prudential: Pensions and IHT planning

As Roy Jenkins (the former Labour Chancellor of the Exchequer) once said on inheritance tax (IHT) “it is, broadly speaking; a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”, whilst the Inland Revenue is now called HMRC, the principle still applies. more...

Tax update for Financial Advisers and Paraplanners - FundsNetwork: Tax tables 2018/19

Find all the tax rates and thresholds you need in FundsNetwork's 2018/19 tax tables. Also included are the Scottish income tax rates. more...

Trust update for Financial Advisers and Paraplanners - Prudential: Duty Calls

When ‘running’ a trust, it’s a fundamental duty of trustees to invest the trust fund so that the beneficiaries’ interests (whether in terms of income or capital appreciation) are enhanced. Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: It’s all about the IIP

Before the radical trust changes in 2006, most insurance companies issued flexible ‘interest in possession’ trusts (IIP). Helen O’Hagan, Technical Manager at Prudential goes into more detail. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: That’s a relief… or is it?

Clients wishing to mitigate a potential Inheritance Tax (IHT) liability have a dilemma. Should they reduce the value of the estate through the tried and tested method of gifting, or invest in assets potentially qualifying for IHT Business Relief? Graeme Robb, Senior Technical Manager at Prudential explores further. more...

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