13th July 2011

Scottish Widows: July edition of Techtalk

Our financial planning team continues to find opportunities for you that have been brought on by the evolving legislation.

PORTRAIT OF A SAVER

An outline of some unexpected features of different saver types.

PENSION TAX RELIEF

We discuss if it's possible to obtain higher effective rates of tax for dividend income and individuals.

THE IMPORATNCE OF UNDERWRITING

A look at the underwriting options available for discounted gift and income trusts for estate planning.

PENSION INPUT PERIODS

Help your clients who have new pension plans avoid the pitfalls of pension input periods with some simple planning.

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