pensions Archives - Whitefield Tax Limited - Isle of Wight Accountants

Brushing up on pension contributions

by Jessica Garbett | Mar 1, 2024 | ACCA, business taxation, pension reform, pensions, personal taxatation

We are sharing this update from ACCA, our professional body, for the interest of clients and contacts. The content is (c) ACCA Get your end-of-year planning in place Provided that a contribution to a registered pension scheme meets the test of ‘wholly and exclusively...

Autumn Statement 2023 – A first look

by Jessica Garbett | Nov 22, 2023 | budget, business issues, business taxation, capital taxation, pensions, personal finance, personal taxatation, politics

This is a first look at the Autumn Statement 2023, delivered 22nd November 2023. First, a few caveats This analysis is focused on the interests of a typical client of Whitefield Tax or our daughter business YogaTax – it is not a comprehensive review of all...

Is a self-employed pension crisis looming?

by Jessica Garbett | Aug 25, 2023 | ACCA, business issues, pensions

We are sharing this update from ACCA, our professional body, for the interest of clients and contacts. The content is (c) ACCA New research suggests that 45% of self-employed workers are not saving into a pension Research by the Association of Independent...

Spring 2023 Budget – A First Look

by Jessica Garbett | Mar 15, 2023 | budget, business taxation, pension reform, pensions, personal finance, personal taxatation

Please note this content was written contemporaneously, and may well now be superseded Perhaps its a sign of age that just as policemen get younger, budgets come around sooner. It doesn’t seem that long since the last time I was writing one of these summaries....

Voluntary NI and Self Assessment

by Jessica Garbett | Nov 29, 2021 | business taxation, pensions

With Self Assessment season for 2020-21 in full swing, its useful to revisit Voluntary NI issues, and maintaining access to State Benefits and State Pension. Entitlement to State Benefits, primarily State Pension, is currently generated from either: Class 1 National...

Freeze coming on pension lifetime allowance

by Jessica Garbett | Mar 5, 2021 | ACCA, budget, pensions

Plan ahead – there is a freeze coming from 2021 to 2026. Legislation will be introduced in Finance Bill 2021 to remove the annual lifetime allowance link to the Consumer Price Index increase for the next five fiscal years. This change will maintain the standard...

« Older Entries

Brushing up on pension contributions

Autumn Statement 2023 – A first look

Is a self-employed pension crisis looming?

Spring 2023 Budget – A First Look

Voluntary NI and Self Assessment

Freeze coming on pension lifetime allowance

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