Pensions Savings Investments

Tax changes mark start of new financial year

A series of tax changes have signalled the beginning of a new financial year.

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Increase in annual allowance and lifetime allowance ISA date

Pension tax relief measures will add to employer costs

The government’s decision to go ahead with plans to impose restrictions on pensions tax relief for higher earners will create administrative burdens for employers, it has been argued.

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ISAs allowances

Details of this year’s investment maximums for ISAs.

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ISA changes receive muted welcome

The announcement in the Budget that the limits on ISA accounts are to rise in line with inflation has been met with a mixed reception.

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Pension premiums

There are limits that may be contributed to a registered pension scheme without incurring a tax charge. The maximum amount on which an individual can claim tax relief in any tax year is the greater of the individual's UK relevant earnings or £3,600.

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Planning for retirement

For many people their retirement plans have been interrupted by poor stock market returns and falling annuity rates. Many ask “what prospect is there of a comfortable retirement?

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ISAs and the Lifetime ISA

An ISA is a tax-free investment vehicle. When you invest your savings, shares or life insurance, as well as all authorised retail investment schemes and UK Real Estate Investment Trusts into an ISA, your income and gains from the investments are free from income tax and capital gains tax.

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Making a Will

Making a Will is one of the most fundamental aspects of estate planning, yet many people do not appreciate its importance.

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