Category Archives: Pensions

SSAS Basics

A quick overview of SSAS, the benefits of using a SSAS over a SIPP including loan backs

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Annual Allowance Vs. Tax Relief

How pension contributions are tested against the annual allowance and how personal tax relief needs to be considered separately

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Joint Property Purchase

The ways in which multiple pension funds can be used to purchase a commercial property

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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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