Autumn Budget 2024: Pension tax-free lump sums come through Budget unscathed
Fears the the tax-free rate would be slashed did not materialise
Budget
-
-
Autumn Budget 2024: CPI inflation to average 2.5% in 2024
Will tick up to 2.6% in 2025, but fall to 2% by 2029
-
Three quarters of advisers want CGT support from platforms as Budget looms
91% of advisers said that CGT is now of greater concern
-
Aegon calls on chancellor to scrap ‘damaging pension cash grab’
The company has published some recommended ‘pension tax principles’
-
Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
-
AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
-
Are UK finances at ‘breaking point’ ahead of the Autumn Budget?
Industry anticipates budget moves in light of UK borrowing reaching £16.6bn for September
-
AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
Investments arm saw £1.5bn net inflows in the year to 30 September
-
St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
-
‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
-
Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
-
Quilter reports 50% uptick in year-on-year net flows for Q3
Core net inflows of £1.5bn, representing 5% of opening assets under management and advice