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Claire Trott: Navigating annuities and inheritance tax
Since the Chancellor’s Autumn Budget announcement on plans for pensions to be…
Claire Trott: What the Budget means for pensions
Most of the feared pension changes – such as any reduction in…
Claire Trott: Why leaving a legacy has got a whole lot harder
We would all like to leave our loved ones an inheritance when…
Claire Trott: Embrace the calm of a new government
With the new government getting its feet under the table, we will…
Claire Trott: Lost in post-lifetime allowance quagmire
As we try and settle into the new post-lifetime allowance (LTA) world,…
Planning opportunities around the High Income Child Benefit Charge
The High Income Child Benefit Charge (HICBC) came into force on 7…
Claire Trott: Does ‘pot for life’ have potential?
As expected, there weren’t many changes announced to personal pensions in yesterday’s…
Claire Trott: Death is complicated enough; don’t let pensions make it worse
The pension freedoms introduced in 2015 should have made it a lot…
Claire Trott: Public service pension scheme members get some clarity
A recent HM Revenue and Customs’ (HMRC) pension schemes newsletter addresses changes…
Claire Trott: The many ways lifetime allowance changes have messed with death benefits
The announcements in the Spring Budget could have removed some of the…
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Claire Trott: Has Hunt solved the NHS issues?
Chancellor Jeremy Hunt announced dramatic changes to pension tax in the Budget…
PPF compensation uplift causes issues with lifetime allowance
In 2018, the European Court of Justice ruled individual members of the Pension…
