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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)...

ISA Allowance on Death – Additional Permitted Subscription

Introduction Since 3 December 2014, where a person holding an ISA dies and that person was married or in a civil partnership, the surviving spouse/civil partner is entitled to an extra ISA allowance equal to the value of the ISA(s) held by their spouse/civil partner (even where the spouse/civil partner does not actually inherit the...

Dividend changes – what it means for investors

Next year will see major reforms to dividend taxation.  There will be both winners and losers when the £5,000 annual dividend allowance is introduced next April. Higher rate taxpayers could be better off by up to £1,250 a year (£1,530 for additional rate taxpayers) but some basic rate taxpayer could be worse off by as...

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