Spring Budget 2023 Comment

Investment Measures_John Naylor

Although the vast majority of the policies were leaked in the preceding days beforehand, I am sure there was a collective sigh of relief from many parts of the public when the Chancellor formally presented his Budget on 15 March. I welcome the new measures aimed at stimulating investment, tackling labour shortages across the economy,…

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That’s LISA with a P!

Image of a calculator, pen and graph, used by someone for financial planning.

Leading up to the Budget there were endless articles, commentary and sometimes heated debate over the Chancellor’s intentions with regard to pensions and in particular tax relief. On the day though, there was hardly a mention of the ‘P’ word other than some much needed amendments to badly drafted sections of the last Pensions Act.…

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Pensions – ‘You Decide!’

During the recent Budget the Chancellor, George Osborne, announced various wholesale changes to the way that investors may ultimately draw benefits from defined contribution pension arrangements such as personal pensions. For those reaching retirement between now and April 2015, these changes may have thrown any original planning into a state of flux. Whilst additional flexibility…

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