As of April 2016, the new state pension scheme will become the biggest shake up in state benefits for a generation. Whether...
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In case you were not able to attend the CIOT tax planning seminar yesterday given by the excellent Robert Jamieson, his suggestion was to maximise pension savings as an IHT vehicle rather than an income producer.
As a predominately "passive" investment adviser we do not normally get involved in out of the norm investments however occasionally we come across a couple of interesting ideas which we like to share with our clients.
Yesterday I attended a 3 hour update from STEP on the Inheritance and Trustees Powers Act 2014. There were some fascinating insights into some of the pitfalls when dealing with estates however such minutia is somewhat wasted on those without Wills!
One of the most under purchased products in the financial advisers arsenal is protection insurance.