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Pension planning

The payment of contributions to an approved pension plan is one of the few remaining ways that an investment by an individual can qualify for higher-rate income tax relief.The end of the tax year is always a critical date for pension planning to ensure that full advantage is taken of the pension reliefs. This is […]

AVCs and FSAVCs

Members of approved occupational schemes, whose benefits are below the maximum allowed by the Inland Revenue, can consider a number of routes to increase their benefits.A contribution could be made to an in-house AVC or FSAVC. This would need to be within the aggregate maximum personal contribution of 15 per cent of remuneration, capped where […]

Income tax planning

Isas offer freedom from income tax and capital gains tax. In addition, the 10 per cent tax credit on dividends from UK equities can be reclaimed until April 5, 2004.Investors have a choice of one of two types of Isa each tax year – a maxi Isa or mini Isa, the features of which are […]

Changes to early exit pension charges

In November last year, the FCA announced that from 31 March 2017, early exit pension charges will be capped at 1% for those customers who are eligible to access their retirement savings from age of 55. The rules also state that for new personal pension plans started after that date, or on new increments into […]

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