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Briefing
Taxation of pension death benefits: a detailed look
A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015. Read our latest content related to Pensions Taxation.
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Blog
Is the abolition of the Lifetime Allowance on track?
The Autumn Statement and the Finance Bill have meant an interesting time for pensions, but what does it all mean for the abolition of the Lifetime Allowance?
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Blog
Changes to SIPP Statutory Money Purchase Illustrations
Statutory Money Purchase Illustrations (SMPIs) received by Self-Invested Personal Pension (SIPP) clients each year have been changed - here's why.
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Video
Lesser-known pensions products of the past
Our Self-Invested Pensions Technical Specialist explains some of the quirky and lesser-known pensions products.
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Blog
Consumer Duty: avoiding harm and enabling good outcomes
The FCA’s new Consumer Duty rules will require regulated firms to act to deliver "good outcomes" for consumers. But what does this mean for advisers?
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Blog
Spring Budget 2023 Q&A
Following the 2023 Spring Budget we look at the key questions raised about pensions, including the changes announced and their impact on retirement savings.
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News
Government Spring Budget 2023
With the abolishment of the Lifetime Allowance, an increase in the MPAA and adjustment to the Tapered Annual Allowance, what does the Budget mean for pensions?
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Blog
Spring Budget and The Great Retirement
Encouraging the over-50s back to work may feature in the Spring Budget. James Jones-Tinsley considers the Chancellor's options.
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Video
A plain English guide to pensions jargon: part two
James Jones-Tinsley joins Richard Allum of the Paraplanners' Assembly for a second short video in which James explains the meanings of old pensions jargon.
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Blog
EPC changes and your SIPP or SSAS held commercial property
If you hold commercial property in your SIPP or SSAS you need to be aware that Energy Performance Certificate rules are changing from April 2023.