Tag Archives: financial adviser newbury

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January Focus – US Tax matters … especially if you’re a US Person!

It really does but, by way of preamble, we would emphasise that we do not give advice on US tax, but what we can do in this Focus is give you a heads-up and say – if you think you may be subject in any way to the US tax provisions then take, or re-take,…
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Article Archive

November Focus – Pensions Lifetime Allowance. An Own Goal?

The pensions lifetime allowance (LTA), the amount savers can place in their pension pot and still claim tax relief, is now down to £1m – down from £1.8m when it was set just five years ago in 2011-12. Any savings in excess of the LTA will potentially attract tax at 55%! So is it the…
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