Occupational Pension Schemes There are two types Final Salary (defined benefit) – the pension the employee receives is calculated as a proportion of salary at retirement. Final salary schemes have become too expensive so few employers now offer these Money Read More …
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Using trusts to preserve family wealth
Treating trusts has proven an effective way of passing wealth onto subsequent generations but according to HM Revenue & Customs, there may still be capital gains tax payable. CGT applies in most cases when an asset that has increased in Read More …
Types of trust
The main types of trust are: bare trusts interest in possession trusts discretionary trusts accumulation trusts mixed trusts settlor-interested trusts non-resident trusts Each type of trust is taxed differently. Trusts involve a ‘trustee’, ‘settlor’ and ‘beneficiary’. Bare trusts Assets in a Read More …
Trusts remain out of favour with wealthy families
Wealthy families are increasingly shunning the use of trusts for financial planning because of increased tax rates and concerns about privacy, advisers warn. The latest statistics from HM Revenue & Customs, published on Thursday, show the number of trusts has Read More …
Paraplanner – City of London
A respected Investment orientated IFA based in the City is looking for a talented Paraplanner/ Report Writer seeking a more flexible working arrangement to join their continually growing business and help develop their already highly respected Client Support Team. Working Read More …
Financial Planner
If you’re a Financial Planner based in the Midlands and open to improving all the above, please get in touch. We currently have an opening that is offering: Bank of circa 100 clients, with an average case size of around Read More …
Majority of people want more transparency from banks over where their money is invested, poll finds
Seven in 10 people think banks and other savings providers should do more to show where their money is being invested, a survey has found. Some 70 per cent of people would like to see more transparency from providers generally to show where their Read More …
UK offices set to remain closed for months Working at home likely to become the norm as government lays out plan for easing lockdown
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.comT&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share Read More …
Funder Insights: COVID from an investor and Lender perspective
How are funders responding to finance applications and investment opportunities? Is finance still available? In this webinar, our speakers from Grant Thornton will provide insight and feedback from the funding market including business angels, VC’s and lenders, to help you Read More …