Lifetime Allowance

Companies | 20 Oct 21

UK retirees to get ‘third biggest increase’ in state pension

But 3.1% uplift in the 2022-23 financial year ‘may fall short’ of cost of living rises

Companies | 6 Sep 21

‘Large tax bills’ to hit savers without LTA protection

So far, over 300,000 people have applied to HMRC to safeguard against changes

Best Practice | 2 Sep 21

Beware the allure of large pension increase exchanges

A bigger slice of the PIE may not necessarily be in a client’s best interests

Companies | 21 Jun 21

Pension tax relief mixed messages ‘damage confidence’

As Treasury backtracks on reports lifetime allowance will be cut

Companies | 25 May 21

IHT threshold freeze to hit 31% of UK advice clients

But only 17% are set to suffer from frozen LTA