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PENSIONS INVESTMENTS


A new tool has been released by HMRC so that pension scheme members can check whether they need to calculate an annual allowance tax liability and complete a self-assessment tax return. Further details are available.

European Securities and Markets Authority (ESMA) has now produced its guidelines on sound remuneration policies under the Alternative Investment Fund Managers Directive (AIFMD), which apply to managers of alternative investment funds. Peter Trevett QC considers the resulting tax issues affecting fund managers operating through LLPs

The following have been published:

The Individual Savings Account (Amendment No. 3) Regulations, SI 2013/1743, which come into force on 5 August 2013, extend the list of qualifying investments for a stocks and shares ISA to include company shares admitted to trading on a recognised stock exchange in the EEA.

As per the Authorised Investment Funds (Tax) (Amendment) Regulations, SI 2013/1772, annual payments to participants in an alternative investment fund will not be classed as qualifying annual payment under the Income Tax Act 2007, from 7 August 2013, provided they are charged to income tax under t

John Hayward questions whether the pensions tax regime introduced in 2006 achieved the simplification it intended

Neil Pearson discusses the proposed tax break for socially motivated organisations

Card image William Arrenberg Steve Wade Malcolm Finney David Smith Mike J Haynes Richard Harryman Casey O’Hara

Navigate your way through the rules, with William Arrenberg, Casey O’Hara, Richard Harryman, Mike Haynes, David Smith, Steve Wade and Malcolm Finney.

The European Insurance and Occupational Pensions Authority (EIOPA) has published a Discussion Paper on a possible EU single market for personal pension products.

James Bullock looks at the activist group's failed attempt to challenge HMRC

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