Welcome to the Spring edition of our newsletter.
Read moreThe rising cost of age and health
The government’s financial watchdog, the Office for Budget Responsibility (OBR), has been mulling over future healthcare and pension costs. In January, as is often the case, the media was headlining stories about delays in A&E, cancelled operations and bed-blocking caused … Continue reading
HMRC, the ultra-rich and the not-so-rich
Parliament’s Public Accounts Committee thinks that the “government must take a tougher stance on taxing the very wealthy.” In 2009, HM Revenue & Customs (HMRC) set a specialist team to focus on the tax affairs of high net worth individuals … Continue reading
The end of the tax year: 5 April reminders
As the end of the tax year nears, remember the 5 April is a multi-faceted deadline. In 2017, the tax year ends on Wednesday 5 April, over a week before Easter. The Budget is almost a month earlier (8 March), … Continue reading
Pension transfer values up 15%
It was not only UK share values that rose during 2016. Note: the Xafinity Transfer Value Index tracks the transfer value that would be provided by an example defined benefit pension scheme to a member aged 64 who is currently … Continue reading

