Technical

Lisa Webster: Not all late protection applications are equal

Lisa Webster looks at late protection applications in her latest article for Retirement Planner.

Chancellor announces VAT cut and discount scheme for hospitality sector

Chancellor of the Exchequer Rishi Sunak has announced VAT is to be cut to 5% for the hospitality sector, along with an “eat out to help out” discount at restaurants in his summer economic update.
Rewriting the rules on retirement planning

Neil MacGillivray: Who pays to rebuild the UK economy?

With renewed calls for a flat rate tax relief in the wake of the pandemic and ahead of the so-called "mini-budget" on 8 July, Neil MacGillivray probes the government’s proposals and the mess that could ensue for DB schemes…

Andrew Phipps: Getting to grips with the new tapered annual allowance

Andrew Phipps delves into the latest tapered annual allowance rules and concludes planning is essential.

Mohassan Mehmood: The implications of the Sippchoice v HMRC case

In-specie transfers within pension schemes and their tax implications have been under the spotlight in the recent Sippchoice Limited vs HMRC Upper Tax Tribunal case. Here, Mohassan Mehmood discusses the potential fall-out from the recent ruling...

RP case studies: Planning a SSAS takeover

In the latest RP case study, Stephen McPhillips tells the story of an entrepreneurial couple with a keen interest in the professional trusteeship of their SSAS.

Jessica List: Death benefit discretion problems revisited

Two years on from her previous article, Jessica List returns to the issues surrounding discretionary death benefits which are still causing headaches for administrators...

Lisa Webster: Why the MPAA was a bad idea

Lisa Webster has writen an adviser guide on the MPAA which she hopes to tear up in the very near future. Read on to find out why...

Clare Moffat: Helping clients help their families in lockdown

Advisers can use their expertise to help clients help their families during these extraordinary times, writes Clare Moffat.

What does the Carey Pensions judgement mean for SIPPs?

Carey Pensions, which recently rebranded to Options Pensions, won its long-awaited landmark court case against one of its own clients a couple of weeks ago. Here, Suzanne Padmore and Anna Davis from law firm Burges Salmon discuss the case and its potential consequences...
 

Popular articles

DB transfers falter as potential scam activity rockets – XPS

Activity in the defined benefit (DB) transfer market fell to a record low in September, while the number of transfers exhibiting scam ‘red flags’ increased to a new high of 62%, according pensions consultancy XPS Pensions Group.