Long read
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Three-quarters of advisers behind on their Consumer Duty implementation finds Copia Capital
A survey of advisers by Copia Capital Management (Copia) reveals that almost three-quarters of advice firms polled are either behind the curve…
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Where next for Fixed Income?
M&G Public Fixed Income Team A better starting point for bonds in 2023 Bond markets experienced one of their sharpest sell-offs on…
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Aegon sets out 5 Budget pension takeaways for advisers
Steven Cameron, Pensions Director at Aegon has given his 5 key pension takeaways for advisers following the Chancellor’s Spring Budget. He said:…
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Budget announcements – reaction from accountants, IFAs, brokers and IT experts
While almost all of Chancellor Hunt’s Budget details had been previously leaked, there were still some surprises in the details to get…
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Hunt brings relief to pension tax traps in ‘tinkering Budget’ – Evelyn Partners’ Head of Tax
Sian Steele, Head of Tax at wealth manager and professional services firm Evelyn Partners, says that with little or no action on…
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A new nil rate band… but not for everyone: Canada Life comments on Budget legislation re discretionary trusts
Chancellor Hunt announced in his Spring Budget there are to be changes to the taxation of low income generating discretionary trusts. The…
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Hunt scraps LTA and raises annual allowances in budget boost of retirement saving; Evelyn Partners’ Gary Smith shares his analysis and ‘surprise’ reaction
Chancellor Jeremy Hunt in his Budget today took the unexpected step of scrapping the pensions Lifetime Allowance altogether, while also raising the…
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Chancellor announces abolition of lifetime allowance and other pensions changes – industry experts react
Following the Chancellor’s abolition of the lifetime allowance as well as other significant changes to pensions legislation in his spring budget announcement…
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Budget 2023 was about a lot more than pensions legislation – industry reaction to some of the other announcements
Chancellor of the Exchequer, Jeremy Hunt, has unveiled his plans for the UK economy as part of his Spring budget. Industry experts…
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Spring Budget 2023 – key updates from Chancellor Hunt’s ‘budget for growth’
With much of the detail of the latest Government tax and spending plans leaked over the past week or so, today’s Budget…
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