Tech Talks Archive

For Financial Advisers and Investment Professionals

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• Tech Talk 1 (2010) - Perpetuities and Accumulations Act 2009
  by Liz Henderson, January 2010
• Tech Talk 14 (2009) - Anti-Forestalling Update
  by John B Dunn, December 2009
• Tech Talk 13 (2009) - Pre-Budget Report 2009
  by Graeme Robb, December 2009
• Tech Talk 12 (2009) - Special Annual Allowance
  by Fraser Grant, August 2009
• Tech Talk 11 (2009) - Special Annual Allowance Update
  by Fraser Grant, June 2009
• Tech Talk 9 (2009) - Recycling of Pension Commencement Lump Sum
  by Fraser Grant, May 2009
• Tech Talk 8 (2009) - Pension Scheme Newsletter 37
  by Fraser Grant, May 2009
• Tech Talk 7 (2009) - Unauthorised Member Payment and Occupational Pension Schemes
  by Fraser Grant, April 2009
• Tech Talk 6 (2009) - Special Annual Allowance
  by Fraser Grant, April 2009
• Tech Talk 5 (2009) - 2009 Budget Analysis
  by Neil MacGillivray, April 2009
• Tech Talk 4 (2009) - Tax Rates at a Glance - Budget 2009
  by Graeme Robb, April 2009
• Tech Talk 3 (2009) - Protected Pension Age and Lower Lifetime Allowance
  by Fraser Grant, April 2009
• Tech Talk 2 (2009) - Extracting Income via Scheme Pension
  by John B Dunn, April 2009
• Tech Talk 1 (2009) - Income Tax, NICs and Planning Opportunities
  by Graeme Robb, February 2009
• Tech Talk 16 (2008) - Retail Distribution Review - Feedback Statement
  by Ian Westwater, December 2008
• Tech Talk 15 (2008) - Pre-Budget Report
  by Graeme Robb, November 2008
• Tech Talk 14 (2008) - Important Intestacy Changes in England & Wales
  by Graeme Robb, November 2008
• Tech Talk 13 (2008) - Take Pension From Protected Rights With Care
  by Fraser Grant, October 2008
• Tech Talk 12 (2008) - Finance Act 2008 - Pension changes
  by Ian Westwater, August 2008
• Tech Talk 11 (2008) - Crystallising benefits in the correct order can be crucial
  by Ian Westwater, June 2008
• Tech Talk 10 (2008) - Finance Act 2008 Change
  by Ian Westwater, June 2008
• Tech Talk 9 (2008) - Pension Tax Relief - Member Contribution
  by Fraser Grant, June 2008
• Tech Talk 8 (2008) - Salary Sacrifice
  by Graeme Robb, June 2008
• Tech Talk 7 - Budget 2008 Analysis
  by Technical Support Unit, March 2008
• Tech Talk 6 - Budget 2008 Tax Rates at a Glance
  by Technical Support Unit, March 2008
• Tech Talk 5 - Year End Tax Planning
  by Liz Henderson, March 2008
• Tech Talk 4 - Inheritance Tax - Transferable Nil Rate Bands
  by Graeme Robb, February 2008
• Tech Talk 3 - How 3 years annual allowance can be used without creating a charge
  by Fraser Grant, January 2008
• Tech Talk 2 - New tax relief for entrepreneurs
  by Graeme Robb, January 2008
• Tech Talk 1 - Can your clients afford to lose this year's pension allowance?
  by Fraser Grant, January 2008
• Tech Talk 23 - Brief summary of Pensions Bill
  by John B Dunn, December 2007
• Tech Talk 22 - Protected Rights under SIPP
  by Ian Westwater, December 2007
• Tech Talk 21: A Guide to Granting Powers of Attorney
  by Liz Henderson, November 2007
• Tech Talk 20 - By-Pass Trust
  by Graeme Robb, November 2007
• Tech Talk 19 - Registered Pension Schemes - death after age 75 and IHT
  by John B Dunn, November 2007
• Tech Talk 18: Onshore v Offshore Investment Bonds
  by Graeme Robb, November 2007
• Tech Talk 17: Deregulatory review of private pensions - Government response
  by Ian Westwater, October 2007
• Tech Talk 16: Reform of Capital Gains Tax (CGT)
  by Liz Henderson, October 2007
• Tech Talk 15: 2007 Pre-Budget Report - Pensions
  by Technical Support Unit, October 2007
• Tech Talk 14: Pre Budget Report PBR - Taxation & Trust
  by Liz Henderson, October 2007
• Tech Talk 13: Will Trusts
  by Liz Henderson, October 2007
• Tech Talk 12: Amending Transitional Protection Regulations
  by John B Dunn, September 2007
• Tech Talk 11: Pensions Simplification, Overseas Issues
  by Ian Westwater, August 2007
• Tech Talk 10: Arctic Systems decision - taxpayer wins, but beware the fallout!
  by Graeme Robb, August 2007
• Tech Talk 9: Section 32 v Personal Pension
  by Ian Westwater, June 2007
• Tech Talk 8: Potential use of ASP funds
  by John B Dunn, May 2007
• Tech Talk 7: SSAS v SIPP
  by Ian Westwater, April 2007
• Tech Talk 6: Tax charges on the redistribution of ASP funds
  by John B Dunn, April 2007
• Tech Talk 5: Benefit Crystallisation Event 3 and Enhanced Protection
  by John B Dunn, March 2007
• Tech Talk 4: Budget 2007 Summary
  by Technical Support Unit, March 2007
• Tech Talk 3: Tax Rates at a Glance 2007
  by Liz Henderson, March 2007
• Tech Talk 2: Pension Tax Relief Member Contribution
  by Fraser Grant, March 2007
• Tech Talk 1: End of Tax Year: Pension Contributions
  by Fraser Grant, February 2007
• Tech Talk 38: Pre Budget Report - Tax/Trusts
  by Liz Henderson, December 2006
• Tech Talk 37: 2006 Pre-Budget Report - Pensions
  by Fraser Grant, December 2006
• Tech Talk 36: Pensions Bill
  by Fraser Grant & John B Dunn, December 2006
• Tech Talk 35: Withdrawals From Life Assurance Bonds
  by Liz Henderson, November 2006
• Tech Talk 34: Post A-day transfer issues
  by John B Dunn, November 2006
• Tech Talk 33: Abolition of contracting out under DC schemes
  by Ian Westwater, October 2006
• Tech Talk 32: IHT and Pensions
  by Ian Westwater, August 2006
• Tech Talk 31: Triviality
  by Fraser Grant, August 2006
• Tech Talk 30: Phased Unsecured Pension
  by Fraser Grant, August 2006
• Tech Talk 29: Stand Alone Lump Sums
  by John B Dunn, August 2006
• Unlisted Companies No.28
  by Ian Westwater, August 2006
• Trusts & Inheritance Tax Changes No.27
  by Liz Henderson, July 2006
• Budget 2006 - Trust Changes No. 26
  by Liz Henderson July 2006
• Budget 2006 - Trust Changes No.25
  by Graeme Robb, July 2006
• Protected Rights post A-day (Update) No.24
  by John Dunn, June 2006
• Annual Allowance No.23
  by Fraser Grant, June 2006
• Transfers Post A-day No.22
  by Fraser Grant, June 2006
• Defined Benefit Transfers and the Annual Allowance No.21
  by Fraser Grant, June 2006
• Pension Reform - White Paper No.20
  by Ian Westwater, May 2006
• Protected Rights post A-day No.19
  by John Dunn, May 2006
• Trusts and Inheritance Tax Changes - Budget 2006 No.18
  by Liz Henderson, May 2006
• Budget - Trust Changes No.17
  by Graeme Robb, March 2006
• Attack on Potentially Exempt Transfers (PETs) and discounted PETs No.16
  by Graeme Robb, Neil MacGillivray and Liz Henderson, March 2006
• The Budget 2006 No.15
• Pensions Simplification - Finance Bill 2006 Changes No.14
  by Ian Westwater, March 2006
• Trust Modernisation No.13
  by Graeme Robb, March 2006
• Real Estate Investment Trusts No.12
  by Graeme Robb, March 2006
• Pensions Simplification - Finance Bill 2006 No.11
  by Fraser Grant, March 2006

For previously published information please contact us.

The information provided here is based on our understanding and interpretation of current regulations and Revenue practice. It is not intended as a substitute for legal or other professional advice.