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Author: Gemma Bellaby

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As the end of the tax year nears, remember the 5th April is a multi-faceted deadline.   In 2017, the tax year ends on Wednesday 5th April, over a week before Easter. The Budget is almost a month earlier (8th March), but that should not affect...

27 February, 2017 /

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 entitled to a pension of £10,000...

20 February, 2017 /

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 by lack of long-term care...

13 February, 2017 /

December’s inflation figure was the highest since July 2015. For much of 2015, inflation barely existed. On the government’s chosen measure, the Consumer Prices Index (CPI), annual inflation oscillated between 0.3% and -0.1%. 2016 was a rather different story: the starting point was 0.3%, but...

06 February, 2017 /

At first sight, the results from the world’s main share markets in 2016 appear mixed, but that’s before currency effects are considered. Index 2016 Change FTSE 100 +14.4 FTSE All-Share +12.5% Dow Jones Industrial +13.4% Standard & Poor’s 500 +9.5% Nikkei 225 + 0.4% Euro Stoxx 50 (€) + 0.7% Shanghai Composite - 12.3% MSCI Emerging Markets (£) +29.5%   Drilling into the raw...

30 January, 2017 /

From April, the residence nil rate band comes into being. It was nearly two years ago that the Conservatives’ manifesto for the 2015 election promised to “take the family home out of tax by increasing the effective Inheritance Tax threshold for married couples and civil...

23 January, 2017 /

The Treasury has announced the date of the next Budget. It may feel like Mr Hammond’s Autumn Statement was only a few days ago, but shortly before Christmas the Treasury announced that the Spring Budget will be on Wednesday 8 March. In theory, this will be the last...

16 January, 2017 /

Automatic enrolment has reached a new landmark, but the path from 2017 onwards could be challenging. When automatic enrolment (AE) into workplace pensions started in October 2012, there were some doubts about how successful it would be. A little over four years later, few would...

02 January, 2017 /

The Autumn Statement confirmed plans to limit the scope for salary sacrifice arrangements. In recent years, the number of employers offering ‘cafeteria’ remuneration has steadily increased. Under the system, employees can swap pay for benefits, which can range from anything from mobile phones through to...

19 December, 2016 /