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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.

Flexible pension withdrawals spike time to ‘stop and think’

10 April 2023

AJ Bell has urged savers to ‘stop and think’ before accessing their retirement pot during peak withdrawal season. Flexible pension withdrawals traditionally spike at the start of the tax year as savers take advantage of the new tax allowances. This time last year saw a record £3.6 billion of taxable payments withdrawn from pensions...

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Technical Insight Seminars 2023: Register here

3 April 2023

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Dividend tax change set to snare another 1.8 million people

30 March 2023

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All pension savers need to better understand pensions

28 March 2023

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Treasury NI and tax takes continue to increase

21 March 2023

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Young want to learn about finance – LIBF survey

21 March 2023

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Time to get Technical

20 March 2023

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Politics and pensions

17 March 2023

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Budget – rabbit out of the hat moment

15 March 2023

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