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HMRC

Bringing protection to the forefront of client conversations

Protection

Bringing protection to the forefront of client conversations

Client reviews can also be protection ‘check-ins

clock 06 October 2023 • 4 min read
Cost of living crisis drives pensions freedom flexible withdrawals

Pensions

Cost of living crisis drives pensions freedom flexible withdrawals

Total flexible withdrawals top £72bn since April 2015

clock 27 September 2023 • 2 min read
HMRC stats show sharp rise in people breaching pension tax limits

Pensions

HMRC stats show sharp rise in people breaching pension tax limits

Chancellor felt ‘forced’ to act as number of people caught increased

clock 27 September 2023 • 5 min read
Treasury collects £2.6bn in 13 weeks as IHT receipts rise

Your profession

Treasury collects £2.6bn in 13 weeks as IHT receipts rise

Fuelled by record June receipts and rising interest rates

clock 22 August 2023 • 1 min read
Tangled web: Are proposed pension tax rules really necessary?

Pensions

Tangled web: Are proposed pension tax rules really necessary?

Extensive changes need to be in place by April 2024

clock 14 August 2023 • 3 min read
Insurance is an 'underutilised tool' against inheritance tax

Tax planning

Insurance is an 'underutilised tool' against inheritance tax

Insurance could be used as the government closes other loopholes

clock 14 August 2023 • 1 min read
HMRC docs threaten ability to inherit pension pots free of income tax

Tax planning

HMRC docs threaten ability to inherit pension pots free of income tax

A potential big change made ‘through the back door'

clock 20 July 2023 • 2 min read
Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Tax planning

Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Figures are a 13% increase from the £1.1bn collected this time last year

clock 21 June 2023 • 1 min read
Unanswered questions around the removal of the lifetime allowance

Pensions

Unanswered questions around the removal of the lifetime allowance

'Unhelpful uncertainty' surrounds the fanfare of abolition

clock 19 June 2023 • 3 min read
Discounting the discount: Discounted gift trusts explained

Tax planning

Discounting the discount: Discounted gift trusts explained

Trusts help planners reduce or eliminate their clients' IHT liabilites

clock 23 May 2023 • 4 min read
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