The flexibility and the tax charges that apply to benefits paid on the death of a pension scheme member changed with effect from 6 April 2015
Death Benefit Rules for Investment Based Pensions
Andrew Day
What does Open Banking mean regarding your personal data?
Banks have contacted customers to inform them that information can be securely shared with other firms if the customer gives permission.
4 tips for keeping your books in order in 2018
Whether you’re someone who prides themselves on having their accounts in order every year, or you’ve just had yet another last-minute scramble to submit your tax return before the deadline at the end of January, the start of a new calendar year is a great time to review your books and ensure they’re all in order for the twelve months ahead.
What is the pensions advice exemption?
Pensions information and advice which employers provide to their employees are unlikely to result in a tax charge on an employee benefit.
Hints that interest rates could rise
The Bank of England has indicated that the pace of interest rate rises could speed up if the outlook remains positive.
The next steps in Auto-Enrolment
A recent statement from the government has announced plans to extend the automatic enrolment scheme so that it applies to all workers aged 18 or over by the mid 2020s.
February 2018
The first month of 2018 was a good one for the major stock markets which we cover in this Bulletin.
PPI Deadline
I, like many, am fed up of phone calls about PPI claims, but with £40bn paid back to date, I thought I should check my own accounts.
Who owns your bank?
Following the financial crisis of 2008 when a number of big British banks came close to collapsing, the Financial Services Compensation Scheme (FSCS) was strengthened by the government.
What will be the impact of the Brexit divorce bill?
The ‘breakthrough’ deal struck in early December last year by Theresa May with the EU means we now know more about some of the Brexit issues.