Neil MacGillivray

As the tax year-end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient

It has been almost six years since pensions freedom came into effect, writes Neil MacGillivray, and advisers' jobs are more important than ever

Treasury call for evidence

Supreme Court ruling

Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...

While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...

OTS’s second report

OTS’s second report