Pensions, insurance and tax efficient investments

Pensions, insurance and tax efficient investments guidance:

The following Private Client practice note provides comprehensive and up to date legal information on An introduction to the UK pension system for the private client...

Practice notes

The following Private Client practice note provides comprehensive and up to date legal information on An introduction to UK pension systems—private pensions...

Practice notes

The following Private Client practice note provides comprehensive and up to date legal information on An introduction to UK pension systems—the state pension, state...

Practice notes

The following Private Client Q&A provides comprehensive and up to date legal information on Can a trust over policy proceeds be implied when trust documentation was not...

Q&As

The following Private Client practice note provides comprehensive and up to date legal information on Creation of trusts—life insurance trusts

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Death benefits—final salary schemes

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on Death benefits—money purchase schemes

Practice notes

The following Private Client practice note provides comprehensive and up to date legal information on Death in service benefits

Practice notes

Does the value of an insurance bond (life policy) owned by the deceased and assured on the deceased’s children’s lives form part of the deceased’s estate for inheritance...

Q&As

The following Pensions practice note provides comprehensive and up to date legal information on Drawdown and death benefits from 6 April 2015

Practice notes

The following Tax practice note provides comprehensive and up to date legal information on EIS—introduction to regime and description of tax reliefs

Practice notes

The following Private Client Q&A provides comprehensive and up to date legal information on How many trustees should sign a contract for it to be binding on all trustees?...

Q&As

If a non-UK resident individual invests in an EIS qualifying company in the UK, would any subsequent disposal by him, made while a non-UK resident, be subject to UK...

Q&As

The following Private Client practice note provides comprehensive and up to date legal information on Individual savings accounts

Practice notes

The following Practice Compliance practice note provides comprehensive and up to date legal information on Insurance distribution activities—law firms...

Practice notes

The following Pensions practice note provides comprehensive and up to date legal information on International pension transfers

Practice notes

The following Private Client practice note provides comprehensive and up to date legal information on Life insurance and estate planning

Practice notes

The following Private Client practice note provides comprehensive and up to date legal information on National Savings & Investments products

Practice notes
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