Affluent Singles & Couples

19 April 2024

When to consider a Transitional Tax-Free Amount Certificate
TTFAC are only relevant where there will be a benefit to the member, deciding when to do the calculations is the first part and, in this bulletin, we consider this.

17 April 2024

The abolition of the lifetime allowance and pension death benefits from 6 April 2024
The lump sum and death benefit allowance and the taxation of pensions death benefits

04 April 2024

Transitional Tax-Free amount Certificates and pre-A-day pensions in payment - a clarification
The transitional calculation for pre-A-day pensions in payment

03 April 2024

Civil partnerships - what you need to know
The legal and tax consequences applicable to a registered civil partnership

13 March 2024

Tax year end planning checklist for individuals - 2023/24 tax year
Suggested planning considerations for individuals for the end of the tax year - updated for Spring Budget 2024 announcements

12 February 2024

Help to Buy ISAs - quarterly statistics released
HMRC quarterly statistics for the Help to Buy ISA

06 February 2024

Quarterly Stamp Duty Land Tax statistics - Q4 2024
Quarterly statistics on residential and non-residential SDLT transactions valued at �40,000 or above

02 February 2024

The abolition of the lifetime allowance from 6 April 2024 - an overview
How the new rules will limit tax-free lump sum payments in lifetime and on death

25 January 2024

SIPP fundamentals
The fundamentals of self-invested personal pensions

23 November 2023

Government confirms the Lifetime Allowance will be abolished from 6 April 2024
The abolition of the Lifetime Allowance, which was confirmed in the Autumn Statement, and an updated policy paper which addresses some concerns

03 November 2023

Quarterly Stamp Duty Land Tax statistics - Q3 2023
Quarterly statistics on residential and non-residential SDLT transactions valued at �40,000 or above

31 October 2023

UK life policies - chargeable events
Chargeable events for life policies