We issue frequent Technical Bulletins (sent via email), outlining current issues relating to SIPPs or covering technical issues or questions that have arisen recently.
If you would like to be added to our circulation list please click here.
Topics covered in recent Bulletins include:
- Budget 2009 - Restriction on Higher Rate Relief for Pension
Contributions for High Earners - Protected Rights / Valuing quoted shares / GDCVs
- Re-mortgaging / Hotel rooms
- Member contributions (payment dates) / Finance Bill 2008
- In-specie contributions: Quoted shares and other assets
- Buying land next to member’s home / Development of residential property / Planning permission to convert
- Energy Performance Certificates
- Contributing property in-specie and joint ownership / Business rates / Community Infrastructure Levy
- Protected Rights from 1st October 2008
- Protected Rights and Proportionality
If you would like copies of our earlier Bulletins please contact us.
Disclaimer : The information contained on this website was published prior to the new legislation brought in following the announcement in the April 2009 Budget restricting higher rate relief on contributions for some higher rate tax payers. It should be noted that higher rate tax payers whose total income (NOT just earnings) is £150,000 per annum and above will not be entitled to full tax relief at the higher rate threshold from 6 April 2011. Interim measures have been brought in with effect from the date of the Budget, 22 April 2009, to prevent people from pre-empting the change and maximising their funding until April 2011. Details of our current understanding of these interim measures will be provided in our Technical Bulletins.