Retirement

Reeves: Final phase one pensions review report to be published in Spring

Pensions

Reeves: Final phase one pensions review report to be published in Spring

Chancellor confirms plans for pensions in Oxfordshire growth speech

clock 29 January 2025 • 2 min read
Transitional tax-free amount certificates – what, who, when and how

Pensions

Transitional tax-free amount certificates – what, who, when and how

Regulations came into effect from 6 April 2024

clock 28 January 2025 • 4 min read
'Persistent' pensions gender gap to become more 'acute', MPs told

Pensions

'Persistent' pensions gender gap to become more 'acute', MPs told

Industry says issues are becoming more ‘acute’ for younger generations

clock 23 January 2025 • 5 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read
Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensions

Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensioners over-taxed by £1.3bn since 2015

clock 22 January 2025 • 4 min read
Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Ideas put forward by industry experts in post-Budget technical consultation

clock 22 January 2025 • 6 min read
HMRC nets £6.3bn from IHT in first three quarters of 2024/25

Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

clock 22 January 2025 • 4 min read
Surge in probate delays following inheritance tax changes

Estate planning

Surge in probate delays following inheritance tax changes

134% rise in year-long cases

clock 16 January 2025 • 1 min read
New pensions minister: Advisers cautiously welcome 'radical thinker' Torsten Bell

Pensions

New pensions minister: Advisers cautiously welcome 'radical thinker' Torsten Bell

Former CEO of Resolution Foundation takes over pensions minister brief

clock 15 January 2025 • 7 min read
Retiring to Spain under threat as non-EU residents face 100% property tax

Retiring Abroad

Retiring to Spain under threat as non-EU residents face 100% property tax

Non-EU buyers face 100% Spanish property tax

clock 15 January 2025 • 2 min read