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For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

HMRC has passed out draft regulations for consultation - these are intended to correct issues with the existing regulations which led it to recommend that some clients should postpone taking certain actions until the amended regulations are in place.

Latest insight

29 July 2024Do bypass trusts still have a role to play in the post LTA world?
24 June 2024Helping grandchildren achieve a debt-free degree
15 May 2024Is pension funding impacted by the new pension allowances?
17 April 2024Transitional tax-free amount certificates (TTFACs) - who will and won’t need them
6 March 2024Spring Budget 2024 - what is means for you and your clients

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Pensions

Pensions funding
Retirement benefits
- Taking benefits
- Transitional protections
Pension death benefits
- Lump sum & death benefit allowance
- Death benefits
Transfers
- DB to DC
- DC to DC
Workplace pensions
- Auto-enrolment
Investments
- Pension scheme investments
Overseas
- Transfers, Funding & Taking benefits
Other pensions info

IHT & Estate Planning

Investments

Personal taxation

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