Quilter have received the latest tax figures from HMRC from their latest Freedom of Information request. They make interesting reading and may help to clarify pension tax advice. Following the last budget in autumn, the current Conservative government has now the got the dubious honour of creating the tax highest burden in history. By not […]
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The plot thickens. Lawyers are now involved in challenging the FCA over its Final Salary Pension advice compensation scheme. Concerns about the British Steel Pension Scheme (BSPS) stretch back to 2017. That’s when British Steel announced they were restructuring their pension scheme and advised their members to seek Final Salary pension advice about whether to […]
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The Government has just issued its pension review update in response to the recommendations made by the Department of Work and Pensions (DWP) last year. The recommendations included an increase in auto enrolment contributions form the current level of 8%. Plus introducing auto enrolment contributions for the self-employed. And setting up an independent body to […]
Standard Life have recently released the finding from their latest “Retirement Voice 2022” survey, which looked at how 6,000 people feel about their finances and retirement plans. They compared this year’s findings to those from 2021 to see how things have changed in the last 12 months. So, how do people feel: 47% of people […]
The government has announced changes to the Inheritance Tax advice (IHT) rules which came into effect on the 6th of January. Under the rules, you have six months from the date of an IHT “event” to make the relevant Inheritance Tax payment. An IHT “event” might be a death (commonly), or a transfer in or […]
Hargreaves Lansdown have revealed their top Financial Planning tips and predictions for 2023 in the latest article in the FT Adviser. We though it might be worth repeating them for you. Some of these did not need a crystal ball! These are their Financial Planning tips not ours of course. Inflation will remain high. How […]
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