We thought it would be helpful to provide you with information regarding our deadlines for receiving contributions and New SIPPs for the tax year end as well as to let you know that we have updated some of our literature.
SIPPs Professional article – Expression of wishes needs to be priority
Elaine Turtle, Director at DP Pensions, discusses that the run up to the end of the tax year can be a very busy time for advisers and is an ideal time to ensure that clients review their expression of wishes form.
Retirement Planner article – Pensions and divorce: don’t leave it to the lawyers
Elaine Turtle, Director at DP Pensions, runs through the difficulties of pensions and divorce and urges clients not to leave it to the lawyers before thinking about how pots will be divided.
http://www.retirement-planner.co.uk/232770/elaine-turtle-pensions-divorce-dont-leave-lawyers
SIPPs Professional article – Out with the old, in with the new
Elaine Turtle, Director at DP Pensions, discusses how normally the end of the year is quiet in terms of changes to the pensions industry, but 2017 bucked this trend with a very sensible move by the Scottish government.
Our latest Financial Adviser Bulletin
We thought it would be helpful to provide you with information which you may find useful regarding our services. This update is based on our understanding of the recent changes to pensions law and regulation.
SIPPs Professional article – Why crypto currency could be toxic
Elaine Turtle, Director at DP Pensions, discusses why crypto currency could be toxic.
Money Purchase Annual Allowance Bulletin
This bulletin contains information about recent developments regarding the Money Purchase Annual Allowance (MPAA) which may affect our clients. Please read the information carefully and contact your financial adviser if you have any queries.
Minimum Energy Efficiency Standards (MEES) Update
On 1 April 2018 (MEES) restrictions on let properties will take legal effect. Many commercial property owners are unaware and unprepared for the impact of the MEES. The principle behind MEES is that it will become unlawful for landlords to let premises falling below a certain level of energy efficiency The Energy Performance Certificate (EPC) regime measures energy efficiency. Please read the information carefully and contact your legal or financial adviser if you have any queries.
Minimum Energy Efficiency Standards (MEES) 2018 – Impact on Leases of Commercial Property Bulletin
Adviser Business Review article – SIPP case study: how ‘wasting asset’ tax rules nearly scuppered this property purchase
Elaine Turtle, Director at DP Pensions, describes a situation where a client’s proposed property purchase for his SIPP came up against the ‘wasting asset’ rules and how it was finally resolved.
Professional Paraplanner article – Real life case study: Property in SIPP
Elaine Turtle, Director at DP Pensions, describes a situation where a client’s proposed property purchase for his SIPP was hit by a legislative snag and how it was finally resolved.
http://professionalparaplanner.co.uk/real-life-case-study-property-in-sipp