Technical

Technical

Fiona Tait analyses the impact of the regulator’s objectives on pension schemes. In its corporate plan, The Pension Regulator (TPR) has laid out its eight...

Third-party contributions generate tax breaks and benefit high earners, as Bernadette Lewis explains. Tightening annual and lifetime allowances may make funding spouses, civil partners and...

The Chartered Insurance Institute (CII) is pushing ahead with the launch of a new pension transfer qualification in light of the regulator's recent...

Gareth Hughes explains the issues retirement planners and their clients need to consider when passing pension wealth to future generations. The introduction of pension freedom...

In the second article in her series on trusts, Helen O’Hagan makes the trust journey simpler and less complex. Having last month looked at gift...

Lisa Webster runs through the three exceptions to HMRC’s otherwise hard-and-fast rule that, once a pension contribution has been made, a saver cannot get...

Bernadette Lewis considers the effects of the annual allowance taper on clients over two individual tax years. Since 6 April 2016 clients on a high income have...

It may feel as if people have been talking about the residence nil-rate band for some years but, in reality, it only started phasing...

Clients who took an uncrystallised funds pension lump sum payment could be owed thousands of pounds on overpaid tax, as Tom Selby explains. If your...

In the first of a new series that looks to take some of the mystery out of the world of trusts , Helen O’Hagan considers the...

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The regulator will launch a "broad inquiry" into the surging pension transfer market following concerns about unsuitable advice, it has confirmed. In an...