HMRC repays £38m in pension tax
Posted by Karen Jones on February 4, 2026If you have recently started drawing your pension, you may have overpaid pension tax. We help you understand whether you’re due a refund.
Inheritance Tax on pensions 2027: the new “double tax” trap
Posted by Ian Henman on February 2, 2026Inheritance Tax on pensions 2027: new rules could see families lose 67% of their pot. Discover how the the “double tax” trap will work.
Claim Child Benefit online – online service
Posted by Jon Pryse-Jones on January 15, 2026You can now claim Child Benefit Online – replacing the paper-based system in place since 1977.
Pension tax relief – are you making the most of it?
Posted by Jon Pryse-Jones on January 5, 2026Even though the tax burden is the highest it has been since the Second World War, there’s still one generous tax break – pension tax relief.
Salary sacrifice pension changes: the £2k cap & 2029 rules
Posted by Mark Ingle on December 15, 2025Confused by salary sacrifice pension changes? We explain the £2,000 NIC cap, the 2029 start date, and what this means for you.
What HMRC data matching means for your finances
Posted by Jon Pryse-Jones on November 24, 2025HMRC data matching is reshaping tax compliance. Learn how automated data checks work, where errors arise and how you can protect yourself.
Workplace Pensions and auto enrolment – the facts
Posted by Jon Pryse-Jones on November 21, 2025Learn more about the key facts about workplace pensions and what is required by UK businesses to provide for their staff.
State pension increase of £561.60 from April 2026
Posted by Jon Pryse-Jones on September 16, 2025A state pension increase of 4.7% gives some an extra £561.60 – but in 2026 many could get drawn into Income Tax for the first time.
What is the Money Purchase Annual Allowance and how does it affect you?
Posted by Jon Pryse-Jones on August 18, 2025How will the MPAA affect your retirement fund? In this blog, we look at the money purchase annual allowance and how it affects pensions.
Need to opt out of Winter Fuel Payments? Here’s how
Posted by Jon Pryse-Jones on August 5, 2025If your income is over a certain amount, you can either opt out of Winter Fuel Payments – or pay them back via the tax system.
