Tax pensions on death, UK government told
DC schemes front and centre but scant mention of defined benefit pots
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
DC schemes front and centre but scant mention of defined benefit pots
In a bid to provide mass market consumers with greater access to services
‘People could fall foul of the fiddly rules and not know they have an extra tax bill to pay’
IA examines the potential tax and pension changes that could be announced by chancellor Jeremy Hunt
Most HNWs admit property wealth will help fund part of their retirement
Wealth firm names interim CIO, while financial services provider hires global head of intermediaries
Sunak pledges to go ‘further’ on reliefs and allowances
‘We’re concerned that people might be enticed into investing money they can’t afford to lose’
Speculation is rife ahead of Rishi Sunak’s speech on 23 March
‘It is more concerning for people who are close to or in retirement’
‘More conversations need to be had about meaningful, long-term savings’
Savers aim to give around £12bn as a ‘living inheritance’ to children in 2022