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For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

HMRC's appeal against ‘the Silver case’, which affects how top slicing relief is calculated, will take place in the Upper Tier Tribunal between 31 March & 2 April 2020.

Latest insight

5 December 2019Webinar: LTA planning – when should excess funds be crystallised? (36 mins)
5 December 2019Video case study: LTA planning and wealth transfer (9 mins)
27 November 2019LTA & legacy planning – when should excess be crystallised?
13 November 2019Legacy planning with pensions
7 November 2019Court case shines spotlight on an attorney's power to make gifts

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Pensions

Pensions funding
Retirement benefits
- Taking benefits
- LTA & Protection options
Death benefits
Transfers
- DB to DC
- DC to DC
Workplace pensions
- Auto-enrolment
Investments
- Pension scheme investments
Overseas
- Transfers, Funding & Taking benefits
Other pensions info

IHT & Estate Planning

Investments

Personal taxation

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