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- Pensions and IHT - what it means for advice For the vast majority of clients who will be relying on their pension savings to provide them with a retirement income, the introduction of an IHT charge on pension death benefits is unlikely…
- ISAs ISAs are free from income tax and capital gains tax both within the fund and in the hands of the investor There are various types of ISA and contribution limits that apply It is possible…
- Overseas residents funding into and taking benefits from UK schemes Employers can continue paying into UK schemes for seconded employees working overseas Subject to specific conditions being met, employers may also be able to pay into a UK pension for those…
- What the self-employed basis period change means for pension funding Some self-employed clients may get an unexpected opportunity to boost their pension funding from April. Self-employed profits are to become aligned with the tax year from April 2024. This…
- Pension transfers - DC to DC Some schemes have limited retirement and death benefit options – a transfer could give access to all the options Transferring in poor health could lead to IHT if the member dies within…
- Multiple trusts - same day additions, related settlements and Rysaffe planning Trusts created on the same day will be treated as related settlements for periodic charges Anti-avoidance legislation exists to limit the benefits of multiple small trusts (pilot trusts)…
- Keep it in the family and double your allowances The UK tax system is built upon independent taxation. Individuals are taxed on their own income and gains, and have their own set of tax allowances. For families, this can lead to allowances…
- ISAs - 25 years on This is the year ISAs turned 25 and have proved a huge success with savers. The value of adult ISAs stands at over £725 billion, with approximately 60% held in stocks and shares and 40%…
- Scheme specific tax-free cash protection Tax-free cash rights greater than 25% on 5 April 2006 can be protected No application to HMRC is needed Protected tax-free cash rights can be lost on transfer or if paid in stages Block…
- Residence nil rate band For deaths after 5 April 2017, the residence nil rate band (RNRB) can be claimed where the family home is inherited by children or grandchildren The RNRB cannot be used against lifetime…