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Isa limit extended to 2006

Chancellor Gordon Brown has extended the £7,000 limit on Isa investments to 2006, as announced in November&#39s pre-Budget report. The £3,000 maximum limit for cash will also be retained. Brown said savers will have gained a total of £700m in tax relief from Isas.

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Pension planning after April 5

13.6.2 Planning After 5 April 2001 The new DC tax regime will introduce a range of new opportunities. These will include: Self-employedThe self-employed will, from 6 April 2001, pay all personal pension/stakeholder pension contributions net of basic rate tax. This will include contributions to all existing personal pension contracts where their contributions have hitherto been […]

PIA mystery shop raises fears over pension sales

IFAs and tied agents are not making the difference between personal and stakeholder-friendly pensions clear, according to findings from a mystery shopping exercise carried out by the PIA. But IFAs have blamed product providers, who they say are masquerading their products as stakeholder-friendly pensions when they do not meet the criteria of the new scheme. […]

Scrapping MFR &#39will depress annuity rates&#39

The scrapping of the minimum funding requirement, widely expected to ease pressure on gilt markets, may actually increase demand and depress annuity rates, according to leading annuity IFAs.The replacement of the MFR with tougher requirements for defined benefit schemes actually places more of a burden on pension funds. It is likely to generate greater demand […]

TONY WICKENDEN&#39S BUDGET tax planning

This Budget was certainly one with few surprises. So, I am going to take a more oblique view of what some of the changes might mean and what action might be profitable for UK taxpayers in a few selected areas. As was widely expected, the amount of this credit, which takes effect for the first […]

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Almost nine in 10 employers admit failings with post-DRA compliance

The default retirement age (DRA) was abolished more than three years ago, yet new research from Jelf Employee Benefits suggests that the vast majority of employers still have some way to go to fully understand, comply and communicate the landmark legislation change that prevents older employees being forcibly retired on the grounds of age alone.

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