Market leading insight for tax experts
View online issue

PENSIONS INVESTMENTS


Following consultation, the government announced at the Autumn Statement that it will publish draft legislation in autumn 2016 allowing debt securities issued by companies and offered via crowdfunding platforms to be held in the new Innovative Finance ISAs becoming available from 6 April 2016.

Jeremy Goodwin (Eversheds) answers questions on recent developments in pensions taxation following the Budget and considers the current HM Treasury consultation.

ATT has expressed serious concern that the £5,000 tax free dividend allowance is in fact not a complete exemption to tax but will instead sit within the normal basic and any higher rate tax bands of the taxpayer.

An updated list of ROPS has been published by HMRC. The purpose of the list is to help UK registered pension schemes carry out their due diligence when transferring pension savings to another pension scheme that is not a registered pension scheme.

The changes to the taxation of dividends proposed in the Budget seem to be worthy of rather more attention than they have received, writes Peter Vaines.

The Registered Pension Schemes (Transfer of Sums and Assets) (Amendment No. 2) Regulations, SI 2015/1454, come into force on 1 September 2015.

The government is consulting until 21 October 2015 on three main options for capping excessive early exit charges for pension withdrawals and transfers under the new flexible arrangements, which include: (1) capping all early exit fees; (2) flexible capping; or (3) a voluntary approach by the ind

Pension schemes: charge to tax on loss of approval

Following consultation, the government has decided to allow peer-to-peer loans to be held in ISAs from 6 April 2016 and intends to publish draft legislation for technical consultation later this year, with a view to legislating to allow peer-to-peer loans to be held in an ISA from 6 April 2016.

The government is consulting until 30 September 2015 on whether to allow debt and equity securities offered via crowdfunding platforms to be qualifying investments for ISAs. See www.bit.ly/1KWgaCp.

EDITOR'S PICKstar
300 x 250 (MPU)
Top