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Pensions - Lifetime allowance to rise

The annual increase in CPI to September 2017 has been announced as 3% so, unless any changes are made as part of the November Budget, the lifetime allowance will increase on 6th April 2018 to £1,030,000. In addition, the state pension will also increase by 3% from April 2018 under the triple... Read more

Income Protection: Bills don’t stop because you have to

Nobody enjoys thinking about getting ill, but our mortgages, bills and general living expenses don’t stop just because we have stopped working. People have a tendency to insure everything except their lifestyle but if we don’t insure our income, how can we afford to maintain the lifestyle we... Read more

Simple Assessment – the end of the tax return ?

Simple Assessment is a new way of collecting tax intended to make life easier for millions of customers who have had to do Self Assessment tax returns in the past. Currently, around 11 million people have to complete a tax return every year to provide HMRC with information about their income.... Read more

Finance Bill Measures - Just when you thought they had gone !

The Government has confirmed it will reintroduce all the measures dropped from the Finance Bill 2017 as a result of the general election. It also intends to stick to the original implementation dates, which would mean some changes being backdated to 6 April 2017. Amongst the key measures that... Read more

State pension age increase from 67 to 68 brought forward – What can you do?

The increase in State Pension Age from 67 to 68 will now take effect from 2037, seven years earlier than previously planned. The government has accepted the recommendation in the Cridland Review that the state pension age increase should be brought forward to reach age 68 between 2037 and 2039.... Read more

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