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

Beware the allure of large pension increase exchanges

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