Category Archives: Pensions

Block Transfers

This video blog digs into the issues surrounding block transfers, their benefits and complexities.

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Pre Commencement Pensions

This video blog serves as a reminder of the impact that pre commencement pensions have on the lifetime allowance and when they need to be taken into account.

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Taxation of Pensions Income

This video blog looks at the how flexible pension income is taxed and how you can reclaim tax back from HMRC.

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Pensions Update: Changes on the horizon that are unlikely to be affected by the Budget

The increase to the Lifetime Allowance is set is stone in the form of the Finance Act 2016. What does an increase mean?

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Pensions update: Potential amendments to pensions to be made in the Budget

Reflections on potential Budget changes to pensions.

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Update on Defined Benefit Death Benefits

Pension death benefits payable from a Defined Benefits scheme for same sex couples and the confirmed reduction in the money purchase annual allowance(MPAA).

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QROPS Changes: Budget 2017

The Chancellor as announced the introduction of the overseas transfer charge for some QROPS transfers. We look at the detail, the exemptions from the charge, the new 5 year rule and how and when the overseas transfer charge will operate.

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Pension Transfers and IHT

The Staveley case and what it might mean for pension transfers by individuals in ill-health.

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Possible Pension Tax Relief Change in the Autumn Statement

A summary of the background to, possible shape of and consequences stemming from pension tax relief change that could be in the Autumn Statement.

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The Future of Pensions Tax Relief

Change seems inevitable, the direction of travel seems clear – what can we expect when we get more detail at the next Budget?

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