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Barnett Waddingham
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Articles by Phil Duly

What you need to know about the LISA

The latest Individual Savings Account (ISA), the Lifetime ISA (LISA), launched on 6 April 2017 and is designed to help individuals buy their first home or save for retirement.

Scottish rate of income tax and pension tax relief

The Scotland Act 2012 gives the Scottish Parliament the power to set the Scottish rate of income tax. As a result, since 6 April 2016, Scottish taxpayers have been subject to lower rates of UK income tax.

Everything you need to know about TPR's updated DC Code

The Pensions Regulator (TPR) has today published an overhaul to its DC Code, following a period of consultation. We take a look at what's changed and highlight the areas you should look out for.

Webinar - Workplace pensions in the new tax year - how will you be affected?

The Budget 2016 might not have seen the widespread changes to the pension taxation system that many had been anticipating – however, there are still key pension considerations to be aware of in the new tax year.

Too much freedom and choice for Treasury’s comfort?

The Government’s Budget announcement of freedom and choice in pensions may have inadvertently created a tax loophole. What do employers need to think about?

Trustees should avoid doing the bare minimum to comply with new disclosure regulations

Barnett Waddingham is encouraging trustees to increase member engagement and avoid ‘doing the bare minimum’ whilst working to comply with the new d...

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