Varied and versatile, your adviser may discuss trusts with you when making their recommendation. They’re a useful part of an adviser’s tool box – allowing you to set aside assets for specified beneficiaries. Find out more about how they can be used, and the controls you can set.
Robert Hardy and Ian Jensen-Humphreys of 7IM sit down to discuss recent movements in global stock markets.
News headlines of tax avoidances schemes can be unsettling, especially if you worked to protect the assets you have a built up over many years to go to your chosen beneficiaries rather the tax man.
Investments made through pension wrappers have reached a new high of £13.4bn in the third quarter of 2017, up 66.3 per cent on last year.*
The figures showed the amounts coming into pensions through transfers was particularly high. For instance, transfers into self-invested personal pensions (SIPP) more than doubled over the past 12 months to reach £1.9bn.
What did the Chancellor say about pensions and ISAs in his autumn budget? Neil MacGillivray of James Hay Partnership explains why a combination of the two is essential for retirement planning. James Hay Partnership is an investment partner of Wren Sterling.