Access expert insight on pensions, tax and trusts from our Technical Support Team. The information shared in these Tech Talks was correct at the time of publication.
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Time for an independent pensions body? Autumn Budget 2024
While we all breathe a sigh of relief tax-free cash was not hit in this year's Autumn Budget, it did include yet another significant change to pension legislation with pension death benefits to be included within the estate for inheritance tax purposes from April 2027.
Are ISAs becoming too complex? Spring Budget 2024
With an election due by January 2025 at the latest, the Spring Budget had thankfully little on pensions and focused to a large degree on investment in the UK as well as some tax cuts. Some of these changes are due to be introduced in April 2025 or later.
End of Year Tax Planning 2023/24
With another tax year coming to a close, it’s a good time to look at end of year tax planning ideas available for clients. The aim is to ensure that clients use their available allowances and exemptions and take advantage of any reliefs. This is particularly important this year as many allowances and exemptions are frozen.
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