- Friday, 30 April 2021
I seem to spend a lot of my time discussing the lifetime allowance, so when it was announced in Budget 2021 that it would be frozen with immediate effect for the next five tax years I knew this would only increase these conversations.Read more...
- Tuesday, 26 January 2021
As many of you will know, I am a big advocate for regulated financial advice. Not only is it essential throughout the accumulation stage, it is even more so in the decumulation stages of life.Read more...
- Thursday, 26 November 2020
I spent several hours this morning poring over my old G60 manual to help work out some ‘scheme specific protected tax-free cash’ calculations in respect of some pre-2006 occupational pension scheme benefits for an adviser.Read more...
- Tuesday, 27 October 2020
I think we can all agree that any suggestion that in-specie pension contributions were a viable option for those who were asset rich but cash poor has now been revoked, even if the pensions tax manual (PTM) still implies that it could be possible.Read more...