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05 December 2019

Webinar: LTA planning - when should excess funds be crystallised?

Working out when to crystallise excess pension to minimise LTA tax as part of effective tax planning is difficult. The planning horizon may be decades long and LTA tax is just one of many moving parts in the wider planning equation.

05 December 2019

We're sending some WRAP clients a Summary of Charges early December 2019

You will have received an email confirming that we will be sending your clients who hold a Wrap Offshore or Onshore bond product a Summary of Charges letter from early December 2019. This mailing is for clients with products in scope of the Insurance Distribution Directive: Costs and Charges Disclosure.

27 November 2019

LTA & legacy planning – when should excess be crystallised?

We're often asked when is the best time to crystallise pension funds to minimise a client's LTA tax? But if the motive is efficient wealth transfer, paying the lowest possible LTA charge doesn't automatically deliver the greatest legacy.

14 November 2019

Legacy planning with pensions

The recent IHT report from the Office of Tax Simplification (OTS) has put the IHT treatment of pension death benefits firmly back under the legislative spotlight. But IHT is only part of the pension death benefit tax equation.

12 November 2019

The Phoenix Group announces enlarged partnership with Tata Consultancy Services

The Phoenix Group has announced an enlarged partnership with leading technology and service provider, Tata Consultancy Services (TCS), to support their growth plans in the UK market for the Standard Life Assurance Limited business.

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