News

How to re-instate your allowances

8 May 2019

Many clients these days are caught by tipping over a tax allowance.

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Tax Traps – The Lifetime Allowance

8 Apr 2019

The Lifetime Allowance limits the preferential tax treatment of UK pension schemes when drawing benefits. This is currently £1,055,000 and increases annually by inflation.

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Market update

19 Mar 2019

Global equity markets suffered a sharp dip towards the end of 2018, in large part due to escalating US-China trade frictions and concern that the Federal Reserve was raising US interest rates too aggressively.

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An End of Tax Year Checklist

4 Mar 2019

As 5th April approaches, below is a brief guide to the allowances and exemptions you could potentially take advantage of before the end of the tax year.

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Avoiding Tax Traps – Achieving 60% Tax Relief with Pensions

15 Feb 2019

By re-claiming the personal allowance, high earners may obtain effective tax relief of 60% when making a personal pension contribution.

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Workplace pensions – increase to minimum contributions in 2019

8 Jan 2019

The Pensions Regulator is in the process of emailing employers regarding the April 2019 statutory increases.

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Employee & Well-Being Benefits on a Budget

8 Jan 2019

Employee benefits are essential for attracting talented employees, motivating and engaging your workforce.

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Does a Default Strategy at Retirement Help Members?

8 Jan 2019

There are still many savers who are disengaged with their pension planning and this has led The Work and Pensions Select Committee to recommend that every pension provider should have a default strategy at retirement.

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Auto-Enrolment Contributions

8 Jan 2019

April 2019 sees auto-enrolment contributions increasing. 

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Points of View: Market Update

3 Jan 2019

2018 has been a difficult year for investors, with both bonds and equities delivering negative returns – a rare event.

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University Superannuation Scheme (USS) – Update December 2018 ‘A new valuation’

17 Dec 2018

In May 2018 we published an article regarding the proposed changes to the USS which led to strike action and subsequently the formation of the Joint Expert Panel (JEP).

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The gift that gives back

13 Dec 2018

Inheritance Tax is something you can try to reduce or expunge altogether through careful planning.

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