Cookies on the CII website

By using and browsing the CII website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more ยป

Advanced search

Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 
Basket total
 

 

Year end CGT planning with independence, losses and pensions

Technical articles | 01 February 2011
1. Background It seems a long time ago now, but 22 June 2010 was the date of the Coalition's first Budget. In the run up to that Budget, there had been considerable speculation over how the new capital gains tax (CGT) rules would apply and, in particular, concern that the rates of CGT ...

Don't turn away from the challenges of Turner

Technical articles | 01 January 2006
Pensions will dominate 2006 and the years to come.  A-Day is less than three months away, but it seems unlikely the trigger date will resolve the issues of simplification.  We've already seen a u-turn over what can be housed within a Sipp.  Further legislative changes are exp...

The restriction of pension tax relief

Technical articles | 01 October 2010
The Coalition Government has now set out how the pension tax relief rules will operate from the 2011/12 tax year. Major changes will be made to the annual allowance provisions (effective from 6 April 2011) and to the lifetime allowance rules (effective from 6 April 2012). These changes are ...

FSA - Warns IFAs on UCIS sold through SIPPS

News items | 01 December 2010
Regulatory News December 2010

HMRC issues new drawdown tables

Technical articles | 01 February 2011
HMRC have issued the new tables to determine the maximum income that can be taken from capped drawdown arrangements from 6 April 2011. These can be found here.

Government launch restricted tax relief consultation

Technical articles | 01 August 2010
This Technical Article provides a summary and analysis of the Government's consultation on restricting pension tax reliefs. The main points to note include:  

SIPPs - your flexible friend?

Technical articles | 01 September 2008
Self-invested personal pension sales are booming and further reforms this autumn will provide another boost to the market.  Liz Booth asks whether the surging enthusiasm is fully justified.  Self-invested personal pensions (SIPPs) came of age back in April 2006 when the government...

Clients hit hard by the Chancellor will turn to trusted advisers for comfort and guidance

Technical articles | 01 June 2009
David Thomson, director of policy and public affairs, says the Budget's measures on tax and pensions make the value of skilled financial advice even more tangible.  This year's Budget will be remembered for the measures aimed at those on high incomes - the new higher rate of income tax...

Firms expect equity release surge

Technical articles | 01 September 2006
Prudential and Norwich Union are both expecting property to play an increasingly large part in retirement planning as disillusionment with pensions grows.  Prudential has published its latest Adviser Opportunity Survey (see tables), which quizzed over 300 financial advisers on how thei...

Technical News July 2008

News items | 01 July 2008
Technical news bulletin for July 2008.
 

Sort results

Sort by:
Copyright ©2013 The Chartered Insurance Institute
Follow us
LinkedInTwitterYouTube