Category Archives: Savings

Pension Transfers and IHT

The Staveley case and what it might mean for pension transfers by individuals in ill-health.

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Individual Protection Deadline Approaching

Time is running out but there is still time to apply if you know how to spot those impacted.

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Investment Choices

A reconsideration of investment choices in the light of the 2016/7 tax changes to dividends and capital gains.

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A Closer Look At The Lifetime ISA

A look at the main provisions of the lifetime ISA.

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HMRC Updates to Financial Bill Clauses

Draft Finance bill clauses relevant to financial planners.

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Proposed Changes to IHT and the Main Residence and the Annual Allowance

Thoughts on the operation and effect of the proposed £175k additional nil rate band for the main residence and the “linked” reduction in the annual allowance for high earners.

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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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