Monthly Archives: November 2015

Three Lies

There is more than meets the eye to three important pre-election tax changes; Pension death benefits, the residence nil rate band and annual allowance reduction.

Important responsibilities (to inform affected clients) and opportunities to factor the changes into financial planning result for advisers.

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Horton v Henry

We await the result of the court of appeal decision in Horton v Henry (expected in January) to determine whether an income payments order can be made in relation to the uncrystallised pension benefits  of a member age 55 or over. The key issue is whether the member (age 55 or over) can be said to be “entitled ” to such uncrystallised benefits before they are actually paid.

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• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.

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