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This is the go-to place for paraplanners to find the latest news and insights into all things tax and trusts. Our thanks to Quilter for sponsoring this section.

Budget – rabbit out of the hat moment

15 March 2023

The lifetime cap on pension savings is to be scrapped, Chancellor Jeremy Hunt announced in Wednesday’s Budget, as part of a package of reforms designed to encourage older people to stay in work. The lifetime allowance- the amount an individual can save into a pension tax-free during the course of a lifetime – was...

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MPAA change flies in under the radar

15 March 2023

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Expectation of pension allowance increases in Budget

14 March 2023

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What effect UK labour market statistics on eve of ‘back to work’ Budget?

14 March 2023

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Call for LISA reform as penalties increase

13 March 2023

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3 steps for government to boost women’s finance

7 March 2023

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10 professional body heads write to Chancellor re HMRC

1 March 2023

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Pensions tax rules reform needed say paraplanners

27 February 2023

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Govt called to act on MPAA to get 50+ back to work

22 February 2023

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