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Barnett Waddingham
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Budget 2016 overview: everything you need to know

Published by Mark Futcher on

The Budget 2016 did not see the sweeping changes to pension tax allowances and reliefs that many had predicted, but the introduction of a new Lifetime ISA as well as the consolidation of the financial advisory services prompted a flurry of debate.

Whether you are an employer or a trustee, an IFA or an individual with a self-invested pension, we highlight the changes that will impact you, and offer you some information and guidance about what you might want to do next.

The hot topics include:

  • lifetime ISA
  • changes to financial services
  • salary sacrifice
  • lifetime and annual allowance
  • SDLT for commercial property purchases
  • help with paying for financial services
  • pension commencement lump sums

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About the authors

  • Mark Futcher

    Mark is the Head of Workplace Wealth (including DC), advising a range of UK businesses on their workplace health and wealth issues; essentially, anything that employers use to recruit, retain and improve their workforce.

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  • Tyron Potts

    Tyron advises trustees of UK defined benefit (DB) pension schemes on scheme funding, governance matters and winding up. He also advises employers on pension benefit design and accounting for pension costs in corporate accounts under a number of local and international accounting standards.

    View Biography

  • James Jones-Tinsley

    James assists colleagues in both the SSAS and SIPP Practice Areas on a wide range of technical matters relating to the operation and governance of Barnett Waddingham’s self-invested pension arrangements.

    View Biography

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