Canada Life

Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
Spring Budget 23: MPAA limit increase to £10,000 well received  

Pensions

Spring Budget 23: MPAA limit increase to £10,000 well received  

Positive news for savers and younger advisers coming through the ranks

clock 15 March 2023 • 3 min read
Spring Budget 23: Annual allowance rise 'exciting' for advice

Pensions

Spring Budget 23: Annual allowance rise 'exciting' for advice

Chancellor increased AA to £60,000 in Spring Budget speech

clock 15 March 2023 • 5 min read
Net flows at Canada Life up 166% to £765m in 2022

Companies

Net flows at Canada Life up 166% to £765m in 2022

Assets under management at the provider now top £40bn

clock 13 March 2023 • 1 min read
Better annuity awareness needed, Canada Life says

Income

Better annuity awareness needed, Canada Life says

Disclosure of health conditions can lead to 'significantly' improved income

clock 02 March 2023 • 1 min read
IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Tax Planning

IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Figures for April 2022 to January 2023 released by HMRC

clock 21 February 2023 • 3 min read
Making a comeback: Annuities firmly back on the agenda

Income

Making a comeback: Annuities firmly back on the agenda

Annuities are looking increasingly attractive for clients

clock 13 February 2023 • 4 min read
Could the annuity revival mean retirement advice decline?

Income

Could the annuity revival mean retirement advice decline?

Recent shift to annuities could hit advice business status quo

clock 07 February 2023 • 3 min read
How changes to investment tax could impact clients

Tax planning

How changes to investment tax could impact clients

Changes are set to affect many clients in the coming years

clock 02 February 2023 • 4 min read
Advisers see uptick in discussions on annuities alongside rate rises

Retirement income

Advisers see uptick in discussions on annuities alongside rate rises

People ‘tend to like the idea of a guaranteed income’

clock 02 February 2023 • 6 min read
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