Blog

Inheritance tax – the main rules around the residence nil rate band

As the introduction of the residence nil rate band draws nearer we take a look at the main criteria for using it and how it will work in practice. Bear in mind that the final legislation is not yet in place so there could still be minor amendments and clarifications in respect of some of the... Read more

Large Pension Funds - Latest news on applying for Fixed Protection or Individual Protection 2016

In their latest Pension Schemes Newsletter, HMRC have confirmed that the online system for applying for Individual Protection 2016 or Fixed Protection 2016 will be available from the end of July 2016. The online service will also allow pension scheme members to view a history of their previous... Read more

EU Referendum Decision

Most of us went to bed last night reasonably confident that the country had voted to stay in the European Union. The reality, a few short hours later, is a victory for the Leave campaign and an uncertain future. However, one thing is certain, we can expect to see a huge volatility in the... Read more

ScamSmart campaign to protect public from investment fraud

New FCA efforts to protect pensioners and those approaching retirement from too-good-to-be-true investment schemes have been backed by the Financial Services Compensation Scheme. New research from the FCA shows around a quarter of investment fraud cases involve unregulated products, bought from... Read more

Auto enrolment ‘duties checker’ from the Pensions Regulator

The Pensions Regulator has produced an animation to provide information about its ‘duties checker’ tool and what it’s asking clients to do. The ‘duties checker’ helps employers work out what they need to do and by when, and ensures they only complete the tasks relevant to their duties. In... Read more

CALL US NOW T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.