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Pensions

Pensions – Tax Treatment on Death

Alongside the changes from April 2015 to the access of pension funds, significant changes were made to the tax treatment of pension funds on death. This factsheet summarises the rules …

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Pensions – Tax Reliefs

Types of pension schemes
There are two broad types of pension schemes from which an individual may eventually be in receipt of a pension:

Workplace pension schemes
Personal Pension …

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Pensions – Automatic Enrolment

What is automatic enrolment?
Automatic enrolment places duties on employers to automatically enrol ‘workers’ into a work based pension scheme. The main duties are:

assess the types of workers …

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Venture Capital Trusts

Venture Capital Trusts (VCTs) are complementary to the Enterprise Investment Scheme (EIS), in that both are designed to encourage private individuals to invest in smaller high-risk unquoted trading companies affected …

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Occupational Pension Schemes “Trustees” Responsibilities

Many employers offer their staff an opportunity to save for their retirement through an occupational (or company) pension scheme.
Those employees who join the scheme need to have confidence that …

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News

19 October 2017

Mander Duffill team volunteer to help charity shop preparations.

A team from Mander Duffill, swapped a day at the desk for a day of volunteer work, rolling up their sleeves to help a new charity shop preparing to open. ... Read more

Get a quote for life insurance

It’s now really easy to get a quote for life insurance, which can help give financial stability for your family or business in the event of your death.
Fill in a ... Read more

17 October 2017

eNews – October 2017

In this month’s eNews we update you on the latest government announcements on Making Tax Digital for Business (MTDfB). We also include the announcement of the Budget dates by Philip ... Read more