Resources relating to Personal Financial Planning regulation.
Award winning journalist Stephanie Hawthorne highlights the dysfunctional ‘at retirement’ arena today and looming shortfalls tomorrow
Features and articles
A response from the Department of Health and Social Care (DHSC) relating to a consultation process.
There is a lot for auditors to consider when auditing defined benefit pension scheme figures in an entity’s accounts. Alex Russell explains the relationships involved and how to make auditor requests efficiently.
While auto-enrolment has been a success and the scheme is extended, the lowest-paid savers will face hard choices.
HMRC is reminding active members of public sector pension schemes that they may need to act before 1 April 2022 to avoid losing lifetime allowance protection. Members of any pension scheme who lose their protection need to notify HMRC.
In this 2020 webinar, Jason Porter from Blevins Franks discusses the overall position of UK nationals visiting or moving to the EU before 31 December 2020 and what their position would be post-Brexit. Topics covered will include Withdrawl Agreement rules, legal residency, healthcare, and UK state pension.
In this May 2020 webinar, Jose Vilchez from Mazars talks about financial planning housekeeping and lifetime cashflow modelling.
An introduction to checking your national insurance contributions.
Helpsheets and support
This technical guide provides detailed information on the rules and regulations for Pension Freedoms. The guide has been designed to help professionals get-to-grips with this complicated and increasingly important area.
ICAEW's Tax Faculty provides a summary of the announcements in the 2021 Autumn Budget covering personal taxation, including allowances and thresholds, dividends, capital gains tax, savings, inheritance tax, pensions and state benefits.
Devised and commissioned by ICAEW’s Corporate Finance Faculty and published with PwC and Travers Smith, this guidance looks at an important type of corporate transaction.
Technical helpsheet issued to help ICAEW members to understand what an other entity of public interest (OEPI) is and when restrictions on providing non-audit / additional services to OEPIs apply from.
Bloomsbury Core Accounting and Tax Service
Eligible firms have free access to Bloomsbury Professional's comprehensive online library, comprising more than 60 titles from some of the country's leading tax and accounting subject matter experts. Find out who is eligible and how you can access the Core Accounting and Tax Service.
Tax rates and tables for pensions and investment schemes, updated to reflect measures announced in the Autumn Budget on 27 October 2021 and changes proposed in the Finance Bill 2022.
A full chapter on the taxation of pensions and benefits in the UK, written for tax practitioners.
A chapter on pensions law, with information on occupational pension schemes, scheme-specific funding, personal pension schemes, state pensions, stakeholder pensions, auto-enrolment and master trust schemes.
Chapter providing best-practice information on automatic enrolment in relation to payroll management.
This book is to provide GPs with a straightforward and clear explanation of what makes up their practice accounts and what they should expect to see. It also explains how the figures interact and should be interpreted. It looks at the medical practice from a business perspective to help GPs understand the commercial aspects of their medical activity. Additionally, the book includes explanations of how the UK tax system applies to GPs and considers relevant aspects of the NHS Pension Scheme.
Practical guidance on multiple aspects of personal retirement planning in the UK.
Guide to completing a Self-Assessment tax return for 2017/18, with advice and worked examples covering key aspects of personal taxation in the UK