Category Archives: Budget 2017

Budget: Patient Capital Review

A brief look at the key outcomes from the patient capital review for financial planners.

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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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Dividend Tax Change for Investors 2017

The financial planning implications of the Spring Budget proposal to reduce the dividend allowance to £2000 from the 2018/19 tax year.

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