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Established Investors

02 April 2025
SIPP fundamentals
The fundamentals of self-invested personal pensions
28 February 2025
Tax year end planning checklist for individuals - 2024/25 tax year
Suggested planning considerations for individuals for the end of the tax year
20 January 2025
Valuing pre-6 April 2024 lump sums for Lump Sum and Death Benefit Allowance purposes
Using the standard valuation basis for pre-6 April 2024 lump sums for Lump Sum and Death Benefit Allowance calculations
20 January 2025
Benefit Crystallisation Events - an overview
The remaining and new Benefit Crystallisation Events
17 January 2025
What is the Lump Sum and Death Benefit Allowance?
The Lump Sum and Death Benefit Allowance and how it restricts benefits
15 January 2025
What is the Lump Sum Allowance?
The Lump Sum Allowance and how it restricts benefits
15 January 2025
Valuing pre-6 April 2024 lump sums for Lump Sum Allowance purposes
Using the standard valuation basis for pre-6 April 2024 lump sums for Lump Sum Allowance calculations
14 January 2025
Annual allowance charge Scheme Pays: member notice requirements for 'Scheme Pays'
The member notice requirements of the annual allowance charge ‘Scheme Pays’ that apply to all schemes
14 January 2025
Scheme Pays - overview
The main requirements of the annual allowance charge ‘Scheme Pays’ conditions that apply to all schemes
14 January 2025
Annual allowance charge Scheme Pays: adjustment to member's benefits after 'Scheme Pays'
The main requirements of the annual allowance charge ‘Scheme Pays’ conditions that apply to all schemes
13 January 2025
Annual allowance charge Scheme Pays: deadlines for 'Scheme Pays'
The deadline requirements of the annual allowance charge ‘Scheme Pays’ conditions that apply to all schemes
13 January 2025
Annual allowance charge Scheme Pays: settling the liability under 'Scheme Pays'
The way in which the scheme administrator settles the annual allowance charge liability under ‘Scheme Pays’
10 January 2025
Taxation of the annual allowance
How the annual allowance charge works
08 January 2025
Pension input periods
Pension input periods, including transitional arrangements in 2015/16
08 January 2025
The money purchase annual allowance (MPAA) - in detail
When the MPAA applies and the interaction of the annual allowance with the MPAA
08 January 2025
Assessing the annual allowance
How to calculate the annual allowance for DC and DB schemes, including a summary of the exemptions from the annual allowance
07 January 2025
Investing for children - what you need to know
The rules to consider when investments are made for the benefit of, or on behalf of, minor children
06 January 2025
Transitional tax-free amount certificate
Application, purpose and use of the transitional tax-free cash certificate
03 January 2025
Carry forward
How to calculate carry forward utilising unused annual allowance
30 December 2024
Junior ISA (JISA)
The nature of a JISA investment and planning opportunities
08 November 2024
Quarterly Stamp Duty Land Tax statistics - Q3 2024
Quarterly statistics on residential and non-residential SDLT transactions valued at £40,000 or above
Budget Statements & Economic News
Taxation
Pensions
Trusts
Investments
Protection
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