Stephen Lowe

Annuity rates: Gap between best and worst rises to four-year high

Income

Annuity rates: Gap between best and worst rises to four-year high

Analysis finds gap could leave retirees potentially £500 a year worse off

clock 13 June 2023 • 2 min read
Rising IHT receipts should be 'wake-up call' to take tax advice

Tax planning

Rising IHT receipts should be 'wake-up call' to take tax advice

‘More good news for the Treasury’ as April nets £0.6bn

clock 23 May 2023 • 2 min read
IHT goes 'mainstream' as latest HMRC receipts hit record high

Tax planning

IHT goes 'mainstream' as latest HMRC receipts hit record high

Receipts for April 2022 to March 2023 reach £7.1bn

clock 25 April 2023 • 3 min read
Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
IHT tax take forecast to increase by £3bn in 'substantial' rise

Tax planning

IHT tax take forecast to increase by £3bn in 'substantial' rise

Office for Budget Responsibility predicts IHT receipts will grow

clock 16 March 2023 • 1 min read
The science of blending — annuities and drawdown in synergy

Income

The science of blending — annuities and drawdown in synergy

How and why blended solutions work for retirement income

clock 14 February 2023 • 4 min read
Retirees suffer as gap between best and worst annuity rates widens

Retirement income

Retirees suffer as gap between best and worst annuity rates widens

£27,000 extra needed to achieve PLSA ‘moderate’ level of income

clock 06 February 2023 • 3 min read
Rising IHT receipts on track for 'record-breaking' year

Tax Planning

Rising IHT receipts on track for 'record-breaking' year

Govt netted £5.3bn between April and December 2022

clock 24 January 2023 • 3 min read
Record full pension withdrawals spark tax warning

Pensions

Record full pension withdrawals spark tax warning

‘Accessed and emptied’ pensions up 16% year-on-year

clock 09 November 2022 • 2 min read
'Significant spike': Cost of living crisis drives pension withdrawals

Pensions

'Significant spike': Cost of living crisis drives pension withdrawals

Some £3.6bn ‘ripped’ from pots between April and June this year

clock 28 September 2022 • 5 min read