Pension
Tax & Regulation | 29 Feb 16
Tax grab from UK lifetime allowance limit rises sharply
The amount of tax the UK government collects from pension savers who have breached their lifetime allowance (LTA) has almost quadrupled since George Osborne became chancellor, The Sunday Times reported.
Retirement | 15 Feb 16
Putting your pension first
Pensions are a tax efficient and flexible way to save towards retirement but time is running out in the UK to use this year’s allowance, says Sarah Lord, managing director of Killik Chartered Financial Planners.
Tax & Technical | 15 Feb 16
Technical briefing: Making sense of tax breaks
There will be winners and losers as a new £5,000 dividend allowance is introduced from April and advisers should review wrappers and seek fresh solutions to ensure investors make most of the new tax break.
Tax & Regulation | 11 Feb 16
UK targets trust-based pension schemes for improvement
Trust-based schemes are being called on to improve their transparency and accountability following HM Treasury’s latest consultation on pension transfers and early exit charges.
Tax & Regulation | 10 Feb 16
Royal London attacks UK Pension Isa proposal
Royal London chief executive Phil Loney has slammed the idea of a Pension ISA, just five weeks before Chancellor George Osborne gives his next budget speech.