In this issue
Peeling back the layers of protection
A look at the different schemes and layers of policyholder protection available to UK residents. This includes the requirements placed upon insurers by the regulators and the schemes available for UK and Isle of Man policyholder.
Are discounted gift trusts a panacea for all inheritance tax planning?
A look at the differences between the discounted gift trust – a widely used estate planning solution, and the flexible reversionary trust, which has been increasing in popularity.
Missing the permissible
A look at the assets that can be held under an offshore bond. It also considers the effects of holding non-permissible assets and the costs of falling foul of the personal portfolio bond regulations.
Be careful what you wish for
A look at what we know about the new pension rules following the announcement in the Spring Budget – there is potentially greater flexibility, but this may reduce the income available in retirement.
All change - trustee investment in investment bonds
A number of trustees may invest through investment bonds, this article looks at some of the considerations for trustees and their advisers when looking to change the underlying investment.
Warning: The information in these articles was correct at the date of publication issue and may have changed since that date.