February 2018
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Latest - TAX AND TRUSTS

  • Case study: Mixed-use property purchase in a SIPP

    18 February 2018

    Keith Gorbutt, technical manager, Dentons Pension Management, walks through a scenario where a SIPP is used to buy the client’s shop premises with a residential flat above.  The ability to buy and hold directly owned commercial property within self-invested personal pensions (SIPPs) has been a popular investment feature for many years.  Many UK high streets...

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  • Hands off our pension freedoms, say consumers

    15 February 2018

    Pension savers do not want the government to curb pension freedoms, according to new research by Aegon.  In response to the Work and Pensions Select Committee hinting at recommendations to restrict the pension freedoms, 72% of people said they believe the freedoms help the transition into retirement. Only one in four said they would...

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  •  ‘Two tax year’ contribution opportunity window is closing

    11 February 2018

    Jeff Steedman, head of SIPP/SSAS Business Development at Xafinity, looks at ways to improve the pension provision and reduce future tax liabilities of the company directors in the run up to the end of the tax year. It amazes me just how many clients in 2018 “have no pension provision at all” and yet...

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  • How the Patient Capital Review is driving VCTs to champion innovation

    3 February 2018

    Will Fraser-Allen, deputy managing partner, Albion Capital looks at how the recent changes to VCT rules are focussing VCT managers minds on the Treasury’s innovation agenda for the tax efficient structure. VCT demand has risen significantly in recent years, largely driven by advisers adapting retirement savings strategies in response to reductions to the lifetime and...

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  • 4 significant deadlines to keep an eye on in 2018

    7 January 2018

    What does 2018 have in store for savers? Tom Selby, senior analyst at AJ Bell, looks at four events that we should be set to deal with this year. 2017 felt like a year where the whole world teetered on the brink. From the President of the United States threatening war via Twitter to cryptocurrencies...

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  • Self-employed under more pressure in 2018

    7 January 2018

    Ed Molyneux, CEO and co-founder of cloud accounting software provider FreeAgent, talks about the potential impact on the self employed from macro events such as Brexit, as well as the Government’s desire to standardise tax between self employed and employed workers.    The next 12 months could be a potentially tumultuous time for the UK...

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  • Consequences of breaching the LTA

    1 January 2018

    With an increasing number of people likely to exceed the Lifetime Allowance, what are the consequences when they do? A case study from Martin Tilley, director of Technical Services, Dentons Pension Management We are often told stories by our adviser network of their clients stopping contributions, or more often, revising their investment strategy so...

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  • 5 areas pensions policymakers need to address

    18 December 2017

    Andy Bell, chief executive of AJ Bell, outlines five areas of the pension system that he feels policymakers need to address in 2018: 1. Are pension death benefits too generous? All the talk and speculation around how to reduce the costs of pensions to the Government focuses on pension tax relief. I think this...

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