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Tisa publishes guidelines on Isa inheritance rules

Tisa, the British Bankers Association and the British Societies Association have published guidelines to help consumers understand new rules which allow spouses to inherit Isa allowances. In the 2014 Autumn Statement, Chancellor George Osborne announced Isa assets could be passed on to surviving spouses or civil partners. The rules came into effect on 6 April […]

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The Technical Quiz: 16 April

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions…

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‘Gloves are off’ as auto-enrol escalating fines bite

Advisers fear the first four escalating fines issued to employers by The Pensions Regulator are the tip of the iceberg as more than a million of the UK’s smallest firms prepare to auto-enrol staff for the first time. The regulator’s latest quarterly compliance bulletin shows it sent £400 fixed penalty notices to 198 employers in […]

Directors, limited liability partners and auto-enrolment

By Jim Grant, Senior Product Insight & Technical Support Analyst 6 April 2016 brought in changes to employer duties for directors and partners in limited liability partnerships. Here we explain exactly what’s changed. Before 6 April 2016… Directors of limited liability companies where there were no other directors or employees were exempt from the employer […]

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