Displaying items by tag: taxation
James Jones-Tinsley: LTA axe – an ‘Unfinished Symphony?’
We’re now in the new tax year and the Lifetime Allowance has officially been abolished – well, for now at least.
Lisa Webster: New thinking on pension tax relief
The Institute for Fiscal Studies (IFS) has been spending a lot of time recently looking at pensions. Before Christmas we had a paper on the tax treatment of pensions on death, and now they have followed this up with their blueprint for a better tax treatment of pensions.
Lisa Webster: Pensions, death and taxes
Shortly before Christmas the IFS released its report 'Death and taxes and pensions', with the headline view that taxation of pensions on death was far too generous.
Lisa Webster: Dashboards coming to town...(eventually)
Back in its Financial Advice Market Review of 2016, the FCA recommended the Treasury should challenge the industry to make a Pensions Dashboard available to consumers by 2019. Even then the concept of a dashboard wasn’t new – the recommendation was made due to the limited progress that had been made to date.
Lisa Webster: Back to basics with pension tax relief
Lisa Webster: Keep IHT away from pensions
As the saying goes, nothing is certain except death and taxes. When you put the two together you get inheritance tax (IHT) and in my experience of the pension world the subject of IHT is also certain to come up on a regular basis – I’ve had two queries on the subject in the last two days.
Lisa Webster: Time to sort out Pension Freedom tax mess
When George Osborne dropped his Pension Freedom bombshell in his now infamous 2014 budget I was on maternity leave.