Author Archives: Shelley McCarthy

Last chance to carry forward

Assuming there are no dramatic changes in the Budget on 21st March, the 5th of April will represent the last …

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Simpler drawdown reviews

HM Revenue & Customs (HMRC) have announced greater flexibility in respect of income drawdown (unsecured pension) reviews. Until now, investors …

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Changes to the carry forward rules

In April 2011 the annual allowance for pension contributions was reduced to £50,000, subject to sufficient earnings in the relevant …

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