Pension Contributions This is the first tax year-end in which the new £ 50,000 annual allowance and carry forward rules need to be taken into account when planning year-end pension…
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Pensions & Retirement Planning
Year End Planning: Pensions
News in Brief Update
Pensions: Small pot commutation rules which currently apply to occupational pensions are to be extended to individual pensions. Undercurrent rules an individual can take their pension entirely in cash (some…
Work Place Pension Reform
Work Place Pension Reform From October 2012 the Government will introduce automatic enrolment for all employees into a pension on a phased basis. This can be into any qualifying pension…
Emergency Budget
Emergency Budget The first Budget under the new Conservative – Liberal Democrat coalition government on Tuesday 22nd June saw George Osborne outline the first steps in tackling the crippling level…
VCTs and combining VCT with Pensions:
VCT’s and Pensions Introduced by the government in 1995 to encourage individual investment in UK smaller companies through attractive tax benefits, around £3.65 billion was invested in VCTs between 1995…
Pension Contributions and Tax Relief for High Earners with Richard Pake
You may have read of the proposed changes regarding pension contributions that have the aim of reducing the tax relief available on these to the basic rate of relief. The…
The Fiducia Master Retirement Account
The Fiducia Master Retirement Account is not just a pension plan, but a highly flexible, tax effective, multi-faceted arrangement which enables clients to focus on the best way to fund…
Tax Planning Update
Tax Planning There are several issues arising from the Pre-Budget Report of 24th November 2008 that are worth highlighting in case their significance has been overlooked given all that happened…
The Budget
The Budget The following notes cover some of the aspects which were announced in the Budget (and Pre-Budget report) 2008, which will have effect from 2008/09 tax year and have…
Year End Tax Planning
Year End Tax Planning With the end of the 2007/08 tax year approaching, this is the traditional time to: make sure that this year’s allowances are fully utilised and plans…