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Steve Bee: The golden age of pensions is well and truly over

There was a time when announcing a pension seminar was a sure fire way of emptying a room. Today things are different. Pension seminars are packed to the rafters with people absolutely hooked on getting details of the new freedoms. How times change. While I am pretty happy with the way this has turned out […]

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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 […]

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Danby Bloch: A warning on IHT and pensions

The tax position of pension scheme death benefits now looks very attractive and advisers are understandably getting more excited about the planning possibilities. There is much talk of an estate planning revolution, with wealth cascading down the generations. However, a fully paid-up member of the awkward squad might ask: how confident are we this benign […]

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The Platforum: Be wary of platform tech shifts

There are some big changes happening under the surface in the platform market at the moment. With all of the excitement around the pension reforms currently it is easy to forget about the shifts in platform technology that are either in progress or on the horizon. And it is even easier to overlook the impact […]

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]

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