Author: Logic wealth planning

Discretionary Trusts

Discretionary Trusts The discretionary trust is a very flexible form of trust. In these trusts the trustees have discretion as to how, when, and for whose benefit to use some or all of the capital and income of the trust fund.  Beneficiaries or a class of beneficiaries are named in the trust deed and it...

High earners – the race is on to maximise Pension funding

The impending Budget has ramped up the urgency for high earners to top up their pension funding. These individuals may see their annual allowance (AA) cut from £40k to £10k from April. But there is also likely to be an announcement on the outcome of the pension tax relief review on 16 March and there’s no...

10 pension funding opportunities not to be missed

Pension Funding Opportunities The following contains the 10 pension funding opportunities not to be missed. Pensions remain the most tax efficient way to save for retirement. And the new freedoms have removed any lingering barriers to accessing funds and passing on unused funds on death. With further cuts to funding limits around the corner, maximising...

The Residence Nil Rate Band – 10 Important things

The Residence Nil Rate Band – 10 important things You could save as much £140,000 in IHT when the family home passes to your children on death. The new IHT Residence Nil Rate Band (RNRB) will be introduced in April 2017. It is in addition to an individual’s own nil rate band of £325,000, and...

Tax and Pension Legislative changes of 2015

Tax and Pension Legislative changes of 2015 The tax and pension legislative landscape rarely remains still for long. But 2015 heralded significant changes which could affect individuals, both now and in the future.  1. New pension income options Radical changes last April heralded possibly the biggest shake-up to UK savings and pensions ever. Defined contribution (DC)...

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