Pre-Budget Report

Govt targets discretionary trusts in IHT clamp-down

IFAonline | 27 Jul 2010 | 12:00

The Government is proposing to extend tax anti-avoidance measures in a crack-down on the use of discretionary trusts to dodge inheritance tax (IHT).

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tully-andrew

Doubt cast on high earners’ pensions

The long-term attractiveness of pensions for very high earners was put in further doubt as a result of the changes within the pre-budget report in December. Restricting tax relief to 20% on personal contributions and taxing these people on pension payments made by their employer, from April 2011 onwards, removes the key attraction of locking money away until retirement.

Retirement Planner | 25 Mar 2010 | 09:00
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Better Business: All eyes on the tax year end

What should you tell clients as the end of the tax year approaches?

Professional Adviser | 11 Feb 2010 | 09:00

Other Pre-Budget Report articles

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Better Business:Taxing pensions

Paul Burgin looks at the new Special Annual Allowance Charge on pension contributions.

Professional Adviser | 11 Feb 2010 | 09:00
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The worst financial hangover

December’s pre-Budget report announced measures to try to stave off the worst effects of the financial crisis.

Retirement Planner | 01 Feb 2010 | 09:00
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Useful solutions

Margaret Jago discusses the use of discounted gift trusts in inheritance tax planning

Retirement Planner | 01 Feb 2010 | 09:00
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Short-term prospects

The long-term attractiveness of pensions for very high earners was put in further doubt as a result of the changes within the pre-budget report in December.

Retirement Planner | 01 Feb 2010 | 09:00
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A time for resolutions

Martin Palmer, head of corporate pensions marketing for Friends Provident, hopes to see some better solutions for the pensions arena in 2010.

Professional Adviser | 07 Jan 2010 | 09:00
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CIO Viewpoint - ’009 Bonds: Shaken but not stirred...yet

Julian Chillingworth, chief investment officer at Rathbone Unit Trust Management, on a new era for bonds...

Professional Adviser | 07 Jan 2010 | 09:00
martin-palmer

Martin Palmer: A time for resolutions

As we near the end of the year and start to reflect on the past twelve months whilst looking forward to the next with a renewed sense of vigour and positivity, my over-riding hope for 2010 is that we finally see some better solutions in the pensions arena.

IFAonline | 16 Dec 2009 | 10:42
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OMO pensioners 50 times more likely to get enhanced annuity

Pensioners who take the open market option (OMO) are around 50 times as likely to benefit from an enhanced annuity as those sticking with their pension provider, ABI figures have revealed.

IFAonline | 16 Dec 2009 | 10:27
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Darling’s raid will drive away bankers - Applewood

Alistair Darling’s raid on bank bonuses will drive away the cream of the UK’s banking talent, says director of Applewood Wealth Management, Karl Hartey.

IFAonline | 11 Dec 2009 | 10:30
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Taxpayers face £2trn unfunded pensions liability - papers

In a document released on its website only a few hours before the Chancellor's Pre-Budget Report, the Office for National Statistics laid out the definitive cost taxpayers will have to bear for both the state old age pension and public sector pensions.

IFAonline | 10 Dec 2009 | 10:30

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