Tag Archives: Sam Kaye

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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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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