June 2018
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Latest - TAX AND TRUSTS

  • 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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  • Beneath the surface of the dividend allowance

    12 December 2017

    When an allowance is really a nil rate band, calculating income tax payable where dividend income straddles the basic and higher rate tax bands, becomes more complicated. Barry Foster, technical sales manager, Utmost Wealth Solutions, examines the dividend allowance using a case study example. Old news now of course but since 6 April 2016...

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  • Technical: Transfering a pension when the client is in ill health

    10 December 2017

    ATEB Consulting’s Steve Bailey and Paul Clark of RussellDene Consulting provide technical insight into this particular aspect of pensions transfer.   Recent legal cases have highlighted the extra considerations that apply when a client wishes to transfer a defined benefit pension but is in ill health. We consulted with Paul Clark of RussellDene Consulting,...

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  • DECEMBER 2017 ISSUE OUT NOW!

    29 November 2017

    Welcome to the December 2017 issue of Professional Paraplanner – our final issue of the year. We have a cracker of an issue for you. CLICK HERE to read the digital version. Within its pages are: Paraplanner profile Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law...

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  • Key knowledge now needed to support a SSAS

    28 November 2017

    The degree of control that a SSAS gives scheme members means trustees need to employ professionals that understand the tax and legal side of these vehicles, says Martin Tilley, director of Technical Services, Dentons Pension Management Despite some negative press this year, there is no doubt that Small Self Administered Schemes (SSAS have a...

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