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Pensions paper trail
When pensions flexibility (or ‘pensions freedom’) was introduced from 6 April 2015, the government – understandably – wa...
Financial Conduct Authority consults on how to deal with vulnerable customers
Every tax adviser knows that getting the tax consequences of personal financial decisions wrong can be costly....
Welsh Revenue Authority’s dispute resolution strategy
The Welsh Revenue Authority (WRA) administers two fully devolved taxes – Land Transaction Tax and Landfill Disposal Tax....
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Pre 6 April 2016 state pension lump sums
People who reached state pension age before 6 April 2016 were able to defer claiming their state pension and then, when ...
Cause for complaint
When should you consider making a complaint to HMRC?
Financial Conduct Authority continues work on protecting pensions
Pensions freedom has given pension savers choice over what they do with their retirement savings.
Pensions dashboards consultation
On 3 December 2018, the Department for Work and Pensions (DWP) published a consultation, ‘
Amendments to tax returns: ATT, CIOT and LITRG responses
HMRC released a call for evidence on 7 November 2018 to explore how tax returns are amen
Lump sums
The problem of getting the tax position right when claiming deferred state pension lump sums is one that will eventually...
Pension Transfers consultation
The Financial Conduct Authority (FCA) are consulting on Advising on Pension Transfers.