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Q. I’m aware that the government have promised to pay any Annual Allowance tax charges incurred during tax year 19/20. I’ve not received my Annual Allowance figures for 19/20 yet, so what shall I do now as I’m not sure if I’ll have exceeded the allowance and therefore have any tax charges due? A. The […]
As life expectancy has increased over the last few decades, so has the headaches for the government with respect to public sector pension schemes. The first step the government took to try and address this was in 2008 (re the NHS Pension) with the ‘choices’ exercise, where 1995 scheme members were offered the option of […]
Pensions Savings Statements are prompting enquiries on annual allowance charges. Here’s a reminder of the special provisions that apply in respect of annual allowance charges of NHS clinicians in England and Wales for the 2019/20 tax year. Many clients working in the NHS will have recently received Pensions Savings Statements for tax year 2019/20 which […]
Q. As a Consultant doctor approaching age 54, I am worried about the impact on my NHS pension of the new taxes that is all the talk of my colleagues. I am told that I will fall foul of the Annual Allowance next year if my pay increase happens, and I will also exceed the […]
The NHS pension scheme has made a change to the scheme rules to permit voluntary scheme pays. A pension scheme must offer mandatory scheme pays as a mechanism to pay the annual allowance charge if the member has contributed in excess of the standard annual allowance and their annual allowance liability is more than £2,000. […]
If you’re looking for help with your financial planning decisions, there are a number of resources you can turn to: The internet / media Friends and family Your own knowledge Ideally, it’s likely that you’ll want impartial information upon which you can make objective decisions. Whilst these three resources can be utilised, they may not ‘do […]