Osborne sharpens machete for Blue Budget
Following the majority Conservative win, chancellor George Osborne will deliver a second 2015 Budget on 8 July to get the ball rolling on some of […]
Press and Media
A guide to paying taxes in retirement
Paying taxes in retirement can be complex – and while many retirees welcomed April’s pension freedoms, the new rules have only added to the complication. […]
CPS calls for rapid increase of private pension age
The Centre for Policy Studies has published a set of suggestions for new Pensions Minister Ros Altmann, which include the rapid increase of the private […]
How to invest in commercial property via your pension
The commercial property sector is booming. The Telegraph looks at the different ways you can invest through your pension savings Read more on – Telegraph
Pension freedoms: how to take cash and avoid tax triggers
UFPLS, the new kid on the pensions block, may not be a more efficient way of getting monies out of a pension as a lump […]
Future proofing the retirement advice of today
Documentation is the key to avoiding compensation claims in the future – as well as client understanding. Comments from Claire Trott Read more on FTAdviser.com
Providers cautioned against verbal pensions warnings
Comments from Claire Trott on the “second line of defence” process for non-advised clients taking pension freedoms Read more on FTAdviser
Decumulation and tax relief top of commission agenda
Discussion regarding the upcoming general election with comments from Claire Trott, Head of Technical Support Read more on FTAdviser
Could the pension freedoms be reversed?
Discussion regarding the implications of the general election on Pension Reforms Read more on Your Money.
The politics of pensions
The pension freedoms announced by George Osborne in March 2014 were unexpected, but widely welcomed as a way of making pensions more accessible but will […]
Manifesto reaction: industry concerned by tax relief proposals
Industry figures have voiced their concerns on tax relief proposals, following the publication of several political party manifestos. Read more on Pensions Age
Everything you wanted to know about pension death benefits
Guide to death benefits post April 2105 for consumers by Claire Trott, Head of Technical Support. Read more on Your Money
Move fast to beat the election raid on pensions
Politicians of many colours see your lifetime savings as a cash cow. The Sunday Times look at the bad, and good, news in their manifestos […]
Tory proposals could slash high-earners’ pensions by £1m
Some high earners will be able to contribute no more than £5,500 per year into a pension – effectively excluding them from the pensions system […]
Pensions freedom: What could possibly go wrong?
Pensions freedom and choice, first announced in the 2014 Budget, certainly took the industry by surprise. Here, industry experts reveal their biggest concerns post-6 April. Read […]
Extra layers of protection
Claire Trott gives her opinion on the changes to the lifetime allowance and the associated protections Read more on Money Marketing
Freeing up pensions
Will the guidance on pensions announced in the 2014 Budget be fit for purpose? And should accountants be given official license to provide guidance to […]
HMRC unveils new forms to reclaim tax on pensions
HMRC has unveiled three new forms to allow people to claim back overpaid tax after accessing their pension under the new freedoms. Read more on […]
Myth busting: Unpicking death benefit changes
Claire Trott discusses the changes to the death benefit rules announced in September 2014. Read more on Professional Adviser
SIPP investors ‘punished still further’ on cash interest rates
European banking regulations look set to hit SIPP investors’ cash interest rates even harder this year. Jenna Towler gauges provider reaction Read more on Professional Adviser
SSASs: A flourishing market – SSAS survey
Money Management’s annual SSAS market survey. Read more on FTAdviser.com
Guide to Bypass Trusts and Pension Freedoms
FT adviser looks at Bypass Trusts and the Pension Reforms, includes CPD test. Read more on FTAdviser.com
The key pension dilemmas ahead of April
Claire Trott, Head of Technical Support talks about the key dilemmas ahead of the pension reforms in April 2015 Read more on Money Marketing.
Guide to Property in SIPPs
CPD accredited guide to property in SIPPs by FT adviser with comments from Claire Trott. Read the report on FTAdviser
Financial forecasts: what to expect in 2015
New Model Adviser talk to experts on their predictions for 2015, comments from Claire Trott. Read more on New Model Adviser