Technical central updates

Jim Grant considers the impact of different approaches to nominating beneficiaries for death benefits.

Following on from last month's article on how your clients can save for future generations. Our case study brings third party contributions to life.

Clare Moffat looks at when a trust could be a good option for your clients.

We look at how your clients can start saving for their children and grandchildren’s retirement.

Jim Grant explains the pensions impact of the new Scottish rate of income tax. The bands and rates of Scottish income tax for the 6 April 2018 to 5 April 2019 tax year have now been confirmed.

9 days and counting... With the end of tax year a little over a week away, we know that every second counts.

With the end of tax year just around the corner, you’ll want to help your clients make the most of their entitlements while they can.

The Finance (No.2) Act 2017 has passed into law – we look at the impact on the Money Purchase Annual Allowance.

Pension expert, Jim Grant, explains what this is and shares some common events that trigger the lifetime allowance charge.

Transfers to overseas pension schemes are not recognised transfers unless the transfer is to a Qualifying Recognised Overseas Pension Scheme (QROPS).

Last updated: 20 Nov 2014

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