Wealthy retirees are buying bigger houses and funding their grandchildren’s school... ‘I’ve worked in the RAF and NHS and own ...
Autumn Budget saw the announcement of proposed changes to the pensions landscape to bring unused funds from discretionary ...
The Government's plan to levy inheritance tax on death benefits has received far less attention than pensions, but could be ...
As a result, inherited pensions could be subject to “double taxation”. This would create an effective tax rate of 52% for ...
The approach outlined by the government risks adding complexity and cost at a time when families are already under extreme ...
An extra 120,000 families who already pay the controversial levy will see their bills increase after the new changes are ...
We had expected the government to make moves to tackle the tax treatment of pension death benefits, as they are widely regarded as very generous. However, we think the suggested approach risks ...
Pensions and farmers grabbed the headlines after the Budget inheritance tax raid but there is lesser-known element we should ...
Typically, only around 50pc of a defined benefit pension entitlement can be passed ... Inheritance tax revenue has already soared to record highs. Death duty receipts hit £6.3bn between April ...
The transfer balance cap is the limit on the amount of money that can be moved into super’s tax-free retirement phase. It ...