Our Updated Financial Planning Key Guides Series: February 2017
Our specialist Financial Planning Key Guides provide you with expert content on many financial topics such as Pension freedoms and the taxation of different investment wrappers.
At the end of 2016, the new Chancellor, Philip Hammond delivered what was to be his first – and last – Autumn Statement and as always, you can rely on our Key Guides to reflect the most topical and current information around the announcements.
This first quarter’s most important changes are:
- taxation of investments
This Key Guide has been updated reflecting the very latest facts and figures. We have introduced a section on Lifetime ISAs (LISAs) explaining that from 2017/18, LISAs will offer the same tax advantages as other ISAs BUT with the added benefit of a 25% government bonus on subscriptions.
- Workplace pensions and Auto-Enrolment
Again, updated with the latest facts and figures around those who have been Auto-Enroled and those who have been issued with penalty notices. We also highlight the forthcoming changes to the single-tier State Pension and have updated the section on Auto Enrolment ‘eligible jobholders’.
For more detailed information on any of the topics mentioned above – and a lot more – and to read the full set of updated Key Guides,click on the links below. Or contact us 01273 710404 or email@example.com to discuss any financial issues which may affect you.