Category Archives: Budget 2015

Summer Budget changes for financial planners

A summary of the 5 main summer budget proposals that financial planners should be interested in. Dividend taxation, pensions reform , the main residence nil rate band, trust reform and changes to non-dom rules.

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Proposed ISA Changes

The “cashback” ISA an the Help to Buy ISA were announced in the Budget – Tony Wickenden considers the detail.

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Establishing a Secondary Market in Annuities

This was one of the main Budget headlines. Proposed for 2016 but “election dependant”. I consider the commercial , tax and consumer protection aspects of this proposal.

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