Kelly Sizer
Introducing a pensions advice allowance
The government announced at Budget 2016 that it would consult on the introduction of a ‘pensions advice allowance’ (PAA)...
Creating a secondary annuities market
The government has been consulting on the development of a secondary annuities market which would have, with effect from...
Pension Wise standards: changes for secondary annuity market guidance
From April 2017, individuals in receipt of an annuity may be able to sell their policy.
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Help to Save: consultation on implementation
Announced in early 2016, the Help to Save scheme will be available by April 2018 and open to ‘individuals… in receipt of...
Creating a secondary annuity market consultation – LITRG response
HMRC has been consulting on proposals for a tax framework for the secondary annuity market, which is intended to come in...
Public financial guidance consultation – LITRG response
The government is proposing to change the structure of how it offers financial guidance to the public. The intention is ...
The savings conundrum
Two new government-incentivised savings schemes were promised in this year’s Budget – lifetime individual savings accoun...
Marriage allowance
The marriage allowance should allow spouses or civil partners to allocate 10% of their personal allowance to their spous...
Making Tax Digital – a look at the VAT aspects
A sub-group of HMRC’s Joint VAT Consultative Committee (JVCC) has been set up to discuss the VAT aspects of the Making T...
Automatic enrolment – proposed technical changes
LITRG responded on 9 January 2015 to a DWP consultation which proposed changes to the process for automatic enrolment in...