August 2025 Technical Newsletter
This edition contains information regarding pensions and inheritance tax, pre-budget speculation, the Government’s advice/boundary review and a reminder of the dangerous prevalence of scams.
21 Aug 2025
UK Government pushes ahead with pension IHT reforms
By IFGL Pensions Technical Services Manager Steve Berridge
24 Jul 2025
Reaction to the UK Public Spending Review
By IFGL Pensions Technical Manager Steve Berridge
18 Jun 2025
Technical Newsletter - May 2025
This is our first newsletter of the 2025/26 tax year, and as such we’ll focus on the opportunities that a brand new tax year presents for advisers and clients.
30 May 2025
Technical Newsletter - February 2025
This month’s newsletter contains information regarding Inheritance Tax and pensions, Government planning revisions to recently announced non-dom rule changes, HMRC tax code changes, US Residents and Hartley SIPPs successfully onboarded by IFGL Pensions.
01 Feb 2025
The end is not nigh for the SIPP
By IFGL Pensions Technical Services Manager Steve Berridge
22 Jan 2025
What is pension drawdown and how does it compare with an annuity?
By IFGL Pensions Technical Services Manager Steve Berridge
21 Jan 2025
UK Budget Summary
Our summary of the Autumn UK Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October.
01 Nov 2024
Financial Focus - Autumn 2024 Newsletter
The missing element in pensions change - Promised adjustments to pension law are missing a key element: increasing minimum contribution levels.
01 Oct 2024
Technical Newsletter - September 2024
This month’s newsletter contains information regarding the new dealing process, pensions and divorce, QROPS vs SIPPS and budget updates.
01 Sep 2024
Technical Newsletter - July 2024
The big news this month which has been covered elsewhere and we will now wait and see what this means for the pension industry, as the new Government grapples with the big task which is on its hands.
01 Jul 2024
Technical Newsletter - LTA abolition special edition
The big news this month which has been covered elsewhere and we will now wait and see what this means for the pension industry, as the new Government grapples with the big task which is on its hands.
01 Apr 2024
Technical Newsletter - March 2024
This month’s newsletter contains information regarding the Spring budget, end of the tax year and abolition of the lifetime allowance.
01 Mar 2024
Technical Newsletter - January 2024
This month’s newsletter contains information regarding the Lifetime Allowance, insistent client DB transfers and what will 2024 bring?
01 Jan 2024
Technical Newsletter - December 2023
This month’s newsletter contains information regarding the Lifetime Allowance, insistent client DB transfers and what will 2024 bring?
01 Dec 2023
Technical Newsletter - November 2023
This month’s newsletter contains information regarding the Autumn statement, temporary non-residence for ex-pats, Powers of Attorney Bill, lifetime allowance changes, structured notes and serious ill health.
01 Nov 2023