Category: Pensions Pre Retirement

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Life Expectancy Tables 2020-2022

The Office of National Statistics (ONS) have issued the latest Life expectancy tables. The tables show the period life expectancy by age and sex for

End of Tax Year Checklist

With the tax year end approaching fast, it is a good time for individuals to consider any last minute planning and to maximise any unused allowances that they

Applying for Pension Fund protection

Even though the Lifetime Allowance is being abolished, it is still possible to apply on-line for pension fund protection (Fixed Protection 2016, Individual Protection 2016). Eligible

IHT Residence NRB – Downsizing

If the client sold their property on or after 8 July 2015, the Residence Nil Rate Band (RNRB) may not necessarily be lost, provided other

Dividends 2016/17

HMRC has issued a Dividend Allowance Factsheet. This confirms that this ‘simpler’ system will mean that only those with significant dividend income will pay more

Pensions Tapered Annual Allowance

Legislation in Summer Finance Bill 2015 introduced a tapered reduction in the annual allowance from 6 April 2016, for those with an ‘adjusted income’ of

Residence NRB

The Residence Nil Rate Band (RNRB) was introduced in 2017/18 and phased in over 4 years. £100,000 in 2017/18 £125,000 in 2018/19 £150,000 in 2019/20