Tag Archives: Tax

Is tax-saving all pensions are for – if you’re rich?

Chris Johnston of the FT starts today with news that the amount withdrawn from UK pensions in tax-free lump sums jumped more than 60 per cent over the past financial year, as savers prepare for possible changes to the tax … Continue reading

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2030 and all that ..the income, wealth and pension strategy delivered to time

For those who like this kind of gesturing,  the 2023 report by Torsten Bell’s Resolution Foundation (reporting on how to get Britain out of stagnation) has been marked the Economy 2030 Inquiry 2030 is also a staging date for the … Continue reading

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The house – get rich slow with nothing to pay in tax?

The Government’s conversation with the newspapers the elderly and wealth read is interesting. The elderly and the wealthy should know that they are going to get it in taxation so that the Chancellor can manage her books and encourage growth … Continue reading

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There’s no VFM measure for pensions; ordinary folk are baffled by “CETV”.

This blog is a reminder to me of the lack of understanding people had and have of pension value for their money. This is not a criticism of people, it is a comment on the failure of the organisations that … Continue reading

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Wealth taxes: high risk, unworkable and anti-growth

Dan Neidle sends me Tax Policy Associates thinking on tax Subscribe here for more   A UK wealth tax is often promoted as an easy revenue-raiser that would only affect the very rich. Our analysis finds the opposite: the revenue … Continue reading

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Can Reeves get her money back by taxing our pensions?

  For the first time in a while I have good things to say about the Telegraph’s reporting on pensions. Rob White is right to point out that with restrictions on raising income tax, the Chancellor might choose to go … Continue reading

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Winter fuel payments mean more than inheritance pensions and VAT on school fees.

Much as readers of the FT may feel the pain, the introduction of VAT on school fees like the position of IHT on unspent DC pots is not a Winter Fuel issue for the country. I dare say the readers … Continue reading

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How to read the Pension Schemes Bill – start with the Roadmap!

The big, beautiful (pensions) bill has been introduced to the @HouseofCommons this afternoon pic.twitter.com/VFZrPN2kdA — Torsten Bell (@TorstenBell) June 5, 2025 Two documents that will shape private and public pensions for the next decade Yesterday saw  two documents published  that … Continue reading

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“A complete shift in how victims are supported and justice delivered”

📢 On Monday, a pivotal Parliamentary summit will give voice to investment fraud victims, exposing systemic failings – including unjust tax treatment. Experts will call for a complete shift in how victims are supported and justice is delivered#FairTaxForFraudVictims pic.twitter.com/iaZt8CCpO1 — … Continue reading

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Frightening people drawing down from SIPPs with tax advice. 

I am worried that most people I know have very little knowledge or wish to know about the drawdown of pensions from SIPPs. Most people want a simple means of getting paid a pension without tax overpayments, tax rebates and … Continue reading

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