Real-time information has improved the speed with which adjusted PAYE tax codes can be applied but, warns Neil MacGillivray, advisers should make sure their clients are aware they may be overtaxed and what to do if this happens
One of my colleagues sent me a link to a Radio 4 Money Box podcast where Paul Lewis claimed hundreds of thousands of people who had used pension freedom to take lump sums had been overtaxed by thousands...
Consistency and compliance vs. slower reaction time
Search for replacement to begin imminently
60+ £300bn ISA savings
Has technology moved on?
Total funds on list rise from 26 to 58