Webinar | 30 minute watch
Lisa Webster is back with a technical focus on Powers of Attorney (POA). She addresses the why, the what and the how of POAs, outlining the different...
The Infocentre
Use the filters or search bar to explore our huge archive of technical guides, articles and literature.
Technical update | 4 minute readThe non-workplace pension market consists of myriad different pensions and customer types. With such...Author
Technical update | 3 minute readOne of the big headliners in the Spring Statement was the cut in basic rate income tax from 20% to 19%...Author
Technical update | 3 minute readAlthough it was billed by the Treasury as definitely NOT a Budget, the Spring Statement was...Author
Technical update | 3 minute readSince the announcement in the Spring Statement of the cut in basic rate Income Tax...Author
Technical update | 7 minute watchWith the rapid rise in the cost of living there were big expectations for the Chancellor’s Spring Statement, but...
Technical update | 2 minute readWith 5 April rapidly approaching, social media and inboxes are full of the usual “top ten tax year-end tips” headlines. For those who are organised...Author
Technical update | 4 minute readPension freedoms brought major changes to the options available for paying pension death benefits from defined contribution (DC)...Author
Technical update | 3 minute readAre your clients planning a withdrawal from their pension early in the new...Author
Technical update | 3 minute readI am writing this column on International Women’s Day. Understandably...Author
Technical update | 3 minute read“However, remember the lifetime allowance test at age 75…” must be one of the caveats...Author
Technical update | 3 minute readWriting an article on ‘decoupling’ in the same month as Valentine’s feels a bit “bah humbug”...Author-
Webinar | 1 hour 6 minutesLisa focuses pension contributions, employer contribution rules and excess contributions...
Technical update | 4 minute readEven the best laid plans can go awry and with three potential types of pension annual allowances...Author
Technical update | 4 minute readWhen the new death benefit rules were introduced as part of pension freedoms back in 2015...Author
Technical update | 5 minute readPension sharing orders can help achieve a “clean break” when it comes to dividing the finances of a...Author
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