Industry news and views from Panacea and our partners.
Tax, Trust & ISA_
Remember, remember, Junior ISA November, says FundsNetwork
As the anniversary of the Junior ISA approaches, FundsNetwork reminds advisers of the benefits and potential the Junior ISA
Wizard Learning News
Wizard Learning have now added a Financial Crime module to their CPD and gap fill system.
MarketingHub - 'Isa-breakers' for clients
Whether you want to offer your clients a final reminder of the looming 2011/12 Isa deadline or are already looking to help them plan their Isa allocation for the coming tax year, Marketing-hub.co.uk can help.
FundsNetwork - All ISAs are equal but some are more equal than others!
The hackneyed phrase tax advantaged, does not do the humble ISA justice and lacks the substance required to express what a difference it can make to lighten a clients total tax burden.
Legal & General End of tax year new customer flyer
Legal & General have produced a new customer flyer on the end of tax year opportunities. Read now and see how you might be able to help your clients.
Keep your investments on course
With a stocks and shares ISA, you can help to keep your investments on course by protecting your money from personal income tax or capital gains tax
Funds Network - OEIC to ISA transfer - Deadline 2 April
If your clients do not have new money to invest into an ISA, they could consider transferring an existing holding (OEIC, UT or SICAV) into a Stocks and Shares ISA.
Legal & General Early Bonus Plan 5 launched on Monday 27 February
Do you have clients that are looking for a medium to long term investment or have a minimum of £3,000 to invest and want to take advantage of their 2011/2012 tax year ISA limit of £10,680?
Legal & General - THE PENSION QUESTION - Could higher rate Pensions Tax relief be abolished?
In light of the current discussions around the proposal for wealthier savers to be stripped of higher-rate tax relief on pensions, Legal & General's Pensions Strategy Director Adrian Boulding gives eight reasons why he believes retirement planning should remain tax-free for the foreseeable future.
FundsNetwork - maximise your ISA opportunity
As the end of the tax year approaches, dont miss out on this years bigger ISA opportunity.