Technical Bulletin - January 2016
Technical Bulletin – January 2016
In a world where change is the only constant, we help you keep on top of the developments in financial services regulation, legislation and environment.
Here’s what happened in January:
- DWP Factsheet on Safeguarded Benefits
- FP16 (Fixed Protection 2016) and IP16 (Individual Protection 2016) – real problems for those who intend to apply and want benefits before July 2016.
- Tapered Annual Allowance
- Reclaiming overpaid tax under FAD (Flexi Access Drawdown)
- IHT on drawdown
To read the detailed technical bulletin, please click here.
Please contact us if you have any questions.
0141 226 1710