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Learning Index

Ensuring the valid execution of trusts and other documents - Part II

02 July 2020
Last month we considered  the key requirements for the valid creation of a trust. In a case of extraordinary coincidence, a few days after that article, a High Court judgment was published  that could not be mo ...

Taxation and trusts update: SEISS, FCA findings and more

30 June 2020
Update from 11 June 2020 to 24 June 2020

Investment planning update: May Inflation numbers

30 June 2020
Update from 11 June 2020 to 24 June 2020

FCA confirm ban on contingent charges for DB transfers

18 June 2020
The Financial Conduct Authority (FCA) policy statement on pension transfer advice confirmed a ban on contingent charging for pension transfe ...

A review of the residence nil rate band and its impact on IHT planning

18 June 2020
The ‘residence nil rate band’ (RNRB) was introduced with effect from 6 April 2017.

Pensions update: Investments, DC schemes and more »
Update from 28 May 2020 to 10 June 2020
Investment planning update: EIS; FTSE 100 »
Update from 28 May 2020 to 10 June 2020
The great big natural lie »
In this article we look at income in retirement and looking across all types of investment 
Ensuring the valid execution of trusts and other documents »
Recently we have considered the problems associated with ensuring the valid execution of wills, especially the need to comply with the requirement for witnessing of wills during the current coronavirus crisis. But what about the other legal documents that financial advisers commonly encounter?  These will, in particular, include trusts, powers of attorney and option agreements for share purchase.
Taxation and trusts update: SEISS; Property; Self-assessment; Expenses; IHT »
Taxation at trusts update from 14 May 2020 to 27 May 2020
Investment planning update: UK gilt yield drop »
Update from 14 May 2020 to 27 May 2020
Five years on from Pension Freedoms, flexible payments retain their popularity »
In this article we look over the most recent Official Statistics on flexible pension payments
Taxation and trusts update »
Update from 30 April 2020 to 13 May 2020
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