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- Funding above the annual allowance - when it makes sense Restrictions to pension funding are one of the key frustrations facing financial planners today. A recent survey by abrdn found that two thirds of advisers surveyed included either the tapered…
- Tax tables Quick reference guide for essential tax rates, thresholds and allowances Provided for information only - further professional advice may be needed for individual circumstances
- Pension investment - making loans In theory, all pension schemes are able to lend money to unconnected third parties - but many pension scheme trustees and providers do not allow it In general, pension schemes cannot lend…
- Loan trusts: options when dealing with the loan The loan is repayable to the settlor on demand, in full or in part The settlor can take loan repayments for their own benefit or 'gift' the loan, or part of it, if no longer required Any…
- Pensions and IHT – the dangers posed by small pension pots The budget introduced a change to the payment of pension death benefits from April 2027. This comes on the back of lobbying from probate lawyers seeking to force pension schemes to withhold…
- Avoiding the traps on inherited ISAs Recent HMRC figures show that there was £518 billion in adult ISAs as of April 2016, with more than half of this held by the over 65s. That represents a huge amount of wealth which will…
- Taking the complexity out of the residence nil rate band A combination of rising property prices and frozen IHT nil rates bands will see an increase in the number of estates paying IHT over the next few years. Latest figures from the ONS* show…
- Lifetime allowance (for historic reference) The lifetime allowance (LTA) was abolished from 6 April 2024, so this guide is for historic reference Between 2006 and 2023, the lifetime allowance was a limit on the amount of pension benefit…
- Loan trusts The amount of the outstanding loan remains within the settlor's estate for IHT Any growth, over and above the outstanding loan, is immediately outside the settlor’s estate The loan is…
- How the proposed NI and dividend tax rises affect individuals, business owners and trustees UK taxpayers face an increase in taxation from April 2022 to fund long awaited reforms in social care and additional support for the NHS. An extra 1.25% will be added to the rates of National…