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Recommended5 mins
July 30, 2024
Personal Injury Trusts: Support for you and your clients with life changing injuries
The second of a two-part series, we cover Personal Injury Trusts and dispel some of the myths to help your conversations with trustees. -
Technical Insight5 mins
June 20, 2024
Deputies and Guardians: Support for you and your clients with life changing injuries
In the first of a two-part series, we cover Deputies and busting myths so you feel more confident with the issues around this business. -
Technical Insight5 mins
May 24, 2024
Removal of the LTA: what this means for your clients on death
The removal of the lifetime allowance sees a change to how pension death benefits are considered against the new lump sum and death benefit allowance. -
Technical Insight5 mins
April 23, 2024
Removal of the LTA
In a significant change to the pension landscape, the lifetime allowance (LTA) has been removed from 6 April 2024. -
Technical Insight5 mins
March 06, 2024
Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then. -
Technical Insight5 mins
March 06, 2024
The Spring Budget
Our summary of the key points from The Spring Budget. -
Technical Insight5 mins
January 26, 2024
Key points and Lifetime Allowance changes for pension planning at 75
We look at the need and benefit of pension planning for your clients in the run up to and reaching age 75. -
Technical Insight5 mins
November 23, 2023
Autumn Statement 2023
Our summary of our key points from the Autumn Statement.