When looking to make a contribution into a pension an individual must consider annual allowance & carry forward, and tax relief limitations relating to earnings. The annual allowance may limit contributions made each tax year but carry forward can be used to contribute more. Both employer and personal contributions count towards the annual allowance. Personal […]
About Jo Baggs
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ISAs – 20 years on – Source and Credits – Standard Life Technical This is the year ISAs turned 20 and statistics suggest it has become a huge hit with savers. The value of adult ISAs stand at over £600 billion, shared between around 22 million account holders. They have also proved popular with successive […]
Pension freedom changed the dynamics of estate planning, with many individuals now gifting or spending assets which are part of the estate before touching their pension pot which remains IHT free. So does it make sense to gift surplus pension income? Gifting surplus pension income using the ‘normal expenditure out of income’ IHT exemption might […]
Old Mutual Global Investors has changed its branding to Merian Global Investors New-look Old Mutual Wealth Global Investors reveal free thinking strategy and Former Old Mutual Global Investors boss Richard Buxton has revealed the philosophy managers will use at his new spin-off investment house. This week, Old Mutual Global Investors was officially renamed Merian Global […]
Partial DB transfers could be the perfect solution for those caught between needing income security and income flexibility. Not only could partial DB transfers offer the best of both worlds to clients, it could also be advantageous to employers and trustees too. Most people with a DB pension will be best advised to stick with it. […]
How pension contributions can help business owners The dividend tax changes have strengthened the case for business owners taking more of their profits in the form of pension contributions. Many directors of small and medium sized companies face an increased tax bill this year as a result of how dividends are now taxed. And pension contributions […]
Some elements of the Finance Bill will not go ahead as planned as a consequence of the early general election. With Parliament due to be dissolved on 3 May it was deemed there was insufficient time to get the current Finance Bill in its entirety on to the statute book. The following measures, which may […]
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