Articles by Kyle Caldwell

Cap the tax-free pension lump sum to help pay for public services, says think tank

Friday, 04 January 2019 | News

The tax-free pension lump sum, pensions tax relief and inheritance tax breaks should all be reined in to help pay for public services, a leading think tank has proposed. 

Pensions dashboard launch set for 2019, but without state pension information

Tuesday, 04 December 2018 | News

The first pensions dashboard will be launched in 2019, but state pension data will not be available straight away.

UK state pension should be means tested, says International Monetary Fund

Friday, 23 November 2018 | News

The International Monetary Fund (IMF) has called on the UK government to consider means-testing the state pension.

Hundreds of thousands of families needlessly filling in inheritance tax paperwork

Tuesday, 11 December 2018 | News

The Office for Tax Simplification (OTS) has called on HMRC to reduce or remove the requirement to submit inheritance tax forms for smaller or simpler estates

Amber Rudd appointed work and pensions secretary - the fifth since March 2016

Monday, 19 November 2018 | News

Amber Rudd (pictured above) has replaced Esther McVey as secretary of state for work and pensions, becoming the fifth person to be appointed to the position since Iain Duncan Smith resigned in March 2016.

Interactive investor scraps exit fees for all customers

Tuesday, 06 November 2018 | News

Interactive investor, the parent company of Moneywise, has permanently scrapped exit fees for all its customers

Autumn Budget 2018: Lifetime Allowance to rise; Isa allowance to remain at £20,000

Monday, 29 October 2018 | News

The Lifetime Allowance is set to rise in line with inflation from next April, but the Isa allowance will remain at £20,000.

Autumn Budget 2018: Pension tax relief receives stay of execution

Monday, 29 October 2018 | News

The pension annual allowance will remain at £40,000, and chancellor Phillip Hammond has also resisted tinkering with the thorny issue of pension tax relief.

New rules for property funds proposed by regulator in wake of EU referendum

Tuesday, 09 October 2018 | News

The proposed new measures aim to avoid runs on funds holding illiquid assets.

Is Chancellor Philip Hammond planning to cut pension tax relief in the Autumn Budget?

Tuesday, 09 October 2018 | News

With Budget 2018 a couple of weeks away, rumours are swirling that Chancellor Philip Hammond will cut higher-rate pension tax relief to help fund the NHS.