Tag Archives: Tax

Where is the money to pay for this? In our pensions – that’s where!

Every time we get a proper Labour Government, we have to ask that question and most times what I’ve heard back is “tax”. I have no wish to pay more tax. I want relief from tax and for the money … Continue reading

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Taxed out of UK Equities since 1997?

  I think this conversation is important. Companies pay tax on their profits and they then pay dividends out of their taxed profits. That means the dividend was calculated after tax. Advance corporation tax gave you credit for the tax … Continue reading

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The greatest pension issue is “adequacy” not “legacy”.

This is an interesting viewpoint. Tomorrow I’ll be speaking to a group of people for whom pensions has nothing to do with inheritance tax and everything to do with replacement rates or as my colleague Terry Pullinger calls a pension … Continue reading

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IHT issues for the dying, their pension administrators and personal representatives

While this blog has been in favour of the Treasury discouraging using pension pots to mitigate Inheritance Tax , it is worried by the latest note coming out of the Treasury’s HMRC. The HMRC has published further detail on good … Continue reading

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“Pension wealth” is subject to “EET” – exempt, exempt – but taxed when spent!

Jo Cumbo in an excellent article charts the complexity to the rich of having money as “pension wealth”. The furore over IHT over pension “wealth” is a  belief that for the rich, pensions were “EEE”,  not “EET” as they are … Continue reading

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John Mather’s explanation of how the wealthy have moved away from pensions

The crazy world of freedom from pensions evolved as John Mather describes. I agree with this as a factual explanation of how we got to where we are now.  – ed (Henry Tapper) John Mather’s explanation of how we’ve moved … Continue reading

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Of old and new; Derek Scott is my master!

As I’m near him in Scotland this week, I will promote some of the remarkable comments on my blog of Derek Scott to the blog itself. This will I hope solicit an invitation to visit him in his Fife Fiefdom … Continue reading

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Getting money back from the tax man

I got in late the other night and checked my mail. There was an ominous brown envelope, the kind you get when they’re after you. I walked upstairs to my flat trembling and summoned up the courage to open it. … Continue reading

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Time to stop making capital out of WASPI

David Robbins is right to demand that WASPI stops being kicked about like a football – scoring random goals but not in a coherent way. Today’s Conservative line on “waspi” seems to be: – saying money should be no object … Continue reading

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AE’s not a tax, we need to win hearts not raid wallets.

  It is now 8 years since a Conservative Government asked for a review of AE bands by what became known as the 2017 AE review; here it is – download here  – more people saving more money – a … Continue reading

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