Rachel Vahey
Retirement | 9 Oct 23
Explaining the change in clients’ pension statement values
For any statement issued after 1 October 2023
If IHT was cut to 10% – what would it mean for advisers?
Rumours UK chancellor could also introduce a £30,000 cap on gifts in inheritance game changer
Lifetime allowance rise could save pensioners £15,000
More wiggle room for pension savers whose pots risk breaching the current limit
Best Practice | 22 Nov 17
Budget: Little pension change a ‘welcome respite’
It is “business as usual” for UK pensions as no major changes were included in the Autumn Budget by chancellor Philip Hammond, although some small tweaks were made to the lifetime allowance, asset management and the personal income allowance.
Delay drawing pension until next year says expert
Financial advisers should tell clients thinking of taking money out of their pension fund over the next few months to wait until next year to make full use of the increase in the Lifetime Allowance (LTA), industry experts are saying.