Practice Notes: Pensions

How useful is the spousal bypass trust in light of the pension reforms?

While clients are now less likely to be aware of the benefits, spousal bypass trusts continue to play an important role in relation to inheritance tax plan

02 Jun 2015

Pensions, politics and predictions

High earners need to act fast and utilise the tax relief advantages of putting money into a pension before it's to

01 Jun 2015

Outliving finances

Freedom to access pension savings is very welcome, but short-sighted decisions could result in people outliving their entire saving

18 May 2015

Pension paradox

The biggest benefit of the pension freedoms may come from leaving the money untouched and never making a withdrawal a

29 Apr 2015

NAPF calls for creation of a retirement savings commission

Association believes that political parties' are too concerned with short-ter

24 Apr 2015

The broad strokes

Jane Wolstenholme provides a roadmap to the pensions reforms and suggests that giving the industry time to acclimatise will be the best way to ensure go

07 Apr 2015

Pensions panic opens old wounds

Dilini Loku considers the recent decision on IBM's closure of its defined benefit pension schemes and what this means fo

31 Mar 2015

Pensions allowance cut by 250k

A new annuities market could create as many problems as it solve

19 Mar 2015

Pension freedoms to be extended to annuities

Pensioners currently face a maximum 70 per cent tax charge if they want to sell thei

16 Mar 2015

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