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Tag Archives: budget
Budget 2011: Live Webcast
Informed Choice chartered financial planner Nick Bamford presented a live webcast this morning to discuss the main personal finance measures announced in the Budget. You can watch it here.
Posted in Financial Planning, News
Tagged budget, chartered financial planner, income tax, inheritance tax, live webcast, nick bamford, update
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Budget 2011: CPI Indexation
We look at the change from RPI to CPI when calculating thresholds and allowances, as a result of the Budget announcement yesterday.
Posted in Investments, News
Tagged allowances, budget, capital gains tax annual exempt amount, cpi, inflation, isa, rpi, thresholds
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Budget 2011: Disguised Remuneration & EFRBS
The Budget introduces a new income tax charge on third party arrangements used by employers to provide a reward to employees.
Budget 2011: Inheritance Tax
We explain the Budget announcement on inheritance tax, with an IHT discount available from 6th April 2012 where at least 10% of the net estate has been left to charity.
Posted in Financial Planning, News
Tagged 10% of net estate, budget, charity, estate planning, inheritance tax, step
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Budget 2011: Free Briefing Note
Following the Budget at lunchtime today, we have published a free 10-page briefing note describing the main announcements as they relate to personal financial planning.
Posted in Financial Planning, News
Tagged budget, Financial Planning, free briefing note, pdf, personal finance
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Making the banks pay
The news that the Government is set to increase the banking levy to £2.5bn, raising an additional £800m for the Treasury, can be interpreted in a number of different ways.
Posted in Financial Services, News
Tagged 23rd march, bank levy, bonuses, budget, £6bn
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The cost of care at home
The BBC is reporting today that some councils in England fear budget pressures will hit care services which help elderly and vulnerable adults live at home.
Posted in Care Fees, News
Tagged bbc, budget, care fees planning, reablement, social care
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How much should I budget for a pension?
Informed Choice managing director and chartered financial planner Martin Bamford answered a question from a reader for thisismoney.co.uk, about how much they should budget for their pension.
Posted in Press, Retirement
Tagged budget, contribution, martin bamford, pension, thisismoney
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Emergency! First Budget on 22nd June
The new coalition Government has announced they will be holding their first Budget on 22nd June 2010.
A valuable pension tax-break
Informed Choice Financial Planner Len Armstrong explains why the Budget left in place a valuable tax-break for members of final salary pension schemes who are able to take 100% of their AVC contributions as tax-free cash.
Posted in Financial Planning, News, Retirement
Tagged avc, budget, len armstrong, tax free cash
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