Wealth Design News

Pension tax tips pre-return

These tips help taxpayers get all the pension tax relief to which they are entitled or to avoid an unexpected tax bill in years to come. A) Claim higher rate
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Good news for child trust funds

Young people with a Child Trust Fund (CTFs) could see their savings automatically rolled into a new tax-free savings accounts at maturity under new government proposals. The first Child Trust
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Interest and mortgage rate uncertainty

Despite a decade of rock-bottom interest rates, the Bank of England is under pressure again to cut rates after new data showed the economy went into reverse before December’s general
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Pensions tapered annual allowance changes?

Pension experts have dismissed a solution to raise the tapered annual allowance threshold income, calling it a sticking plaster which would not solve the underlying problem. Treasury officials have discussed
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The Boris Bounce

Funds and trusts invested in the UK have seen a significant bounce since December’s General Election saw Boris Johnson’s Conservative party win a decisive majority. After years of stunted flows
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Tax rebate for PPI claimants?

If you’re one of the millions of people who’ve shared in the £34billion of PPI repaid (so far), you may have paid tax unnecessarily. If so, and your payout happened
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Trusts under the spotlight

A series of government moves over the past few decades have reduced their tax advantages and made trusts much less attractive to wealthy families. They are likely to become less
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Cost of living rises by £1,400

The chancellor Sajid Javid has announced the date of next UK budget, with a pledge to tackle the cost of living and tear up strict budget rules to hike borrowing
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The allure of gold funds – which way next?

Gold had a good year in 2019. In dollar terms, it was up in price 19%. Priced in pounds, it rose by 15%, finishing the year at a tad over
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