Category Archives: Pensions

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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Developments in The Retirement Income Planning Market

Annuity provider consolidation , fund management group interest and the development of structured products with annuity qualities have important implications for the range of solutions that will be available to planners developing retirement income strategies for their clients in the “post freedoms” world.

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Taking Pension Benefits When Non-Resident

The rules for the taxation/non-taxation of benefits taken from a UK pension fund under pension flexibility when non UK Resident.

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Post Election Tax, Pension and Financial Planning

A “timeline based” review of proposals and legislation we can expect in relation to tax and financial planning from the March budget to the July Budget… and beyond.

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