Transact Technical Newsletter
Tue, 14/02/2012
In this issue, following the launch of the new Junior ISA in November 2011, we look at some of the options available when investing for children. We then go on to look inside our UK life plans to see exactly how they are taxed and how this affects the investor's basic rate tax liability. The last topic looks at the bypass trust – increasingly popular when considering how best to deal with pension death benefits.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.