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How much tax free lump sum can be taken from a pension?

We write articles extensively about pensions and retirement because it remains a popular subject and generally speaking, affects most people in the UK.

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The 2018 Spring Statement

There was a new format this year and whilst a quiet uneventful speech from the Chancellor was expected, I couldn’t help feeling a little disappointed at was actually delivered.

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What would you do with £1million?

This might seem like a trick question, but according to a Canada Life’s Annual IHT Monitor published February 2018, one in 25 people over the age of 45 expect to inherit an estate exceeding £1million.

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How big does your pension pot need to be?

They say size doesn’t matter, but when it comes to your pension pot, size could be everything if you want a comfortable retirement.

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Don’t forget about those maturing accounts

With interest rates on savings accounts continuing to remain low, savvy savers have looked out for higher rates and ‘locked in’ by choosing longer term fixed rate accounts, such as 12 months, 18 months, three or even five year rates.

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Inheritance Tax review

In a surprise letter from the Chancellor to the Office of Tax Simplification (OTS) in January, Philip Hammond has asked for a review of Inheritance Tax (IHT), questioning if the UK’s system is fit for purpose and if there are opportunities to simplify it.

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What’s important to insure?

Be it the family home, a car, your pets, or perhaps the new 65 inch TV, how many of these were you asked if you wanted to insure them? And how many did you insure?

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Are directors exempt from Auto Enrolment?

There are few exclusions from Auto Enrolment responsibilities, but there are some scenarios whereby directors of a business may be exempt. Usually, this is because the director is not classed as a ‘worker’ and only firms who employ workers have duties under auto enrolment legislation.

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The Help to Buy ISA is working

Government statistics* issued on 11 January indicate that those saving for their first home using the Help to Buy ISA scheme get on the property ladder three years earlier than those who don’t.

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The order in which income is taxed

With multiple income types, tax rates and allowances, it’s difficult to truly understand your own tax position, so this article provides a guide to the order in which income is taxed.

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