
Andrew Tully
Host at Check Engine Podcast
Articles
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1 month ago |
moneymarketing.co.uk | Andrew Tully |Dan Cooper
Tax receipts for the 2024/25 tax year have just been announced confirming the overall tax receipts in the UK, as a percentage of GDP, are the highest since the end of the second world war. With OBR predicting it will reach a historic high in 2027/28 and remain at a high level for the rest of its forecast. While this won’t be welcome news to many of your clients, it does give opportunities to demonstrate the value of tax planning and help people manage the tax they are paying.
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1 month ago |
professionaladviser.com | Andrew Tully
With so much happening in the world of pensions, it's easy to forget that it's now more than a year since the abolition of the lifetime allowance. Despite that, we are still receiving many questions around some of the specific advice points. One we are frequently asked about is where a client has a scheme-specific lump sum and, if they have other schemes, the order in which their benefits should be taken to maximise the tax efficiency.
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2 months ago |
moneymarketing.co.uk | Caitlin Jordan |Kimberley Dondo |Andrew Tully
The first cracks in the US stock market’s façade have appeared, spurred by worries over global trade and growth. Time to move to the debt market? Fixed income portfolio managers Mike Riddell and James Durance examine a volatile landscape in a new episode of Fidelity Answers. “Until very recently, markets have been pricing in that the US economy will continue growing at 3 per cent forever.
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2 months ago |
ftadviser.com | Andrew Tully
Nucleus has written to pensions minister Torsten Bell calling for a non-departmental government long-term savings commission to be set up. The open letter aims to spark discourse amongst government to create a greater political consensus around pensions and long-term savings policy. Nucleus believed the case for encouraging long-term savings was “clearer than ever” as it would help inject more capital into investment, supporting both individual retirement security and broader economic growth.
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Mar 3, 2025 |
professionaladviser.com | Andrew Tully
The HM Revenue & Customs (HMRC) consultation on the inclusion of pensions within the scope of inheritance tax (IHT) from April 2027 has recently closed. Hopefully, HMRC will consider other options which may provide a better outcome for customers, beneficiaries, personal representatives and the industry. Meanwhile, thoughts will start to move towards planning. For those with greater wealth, for the last ten years, pensions have often been one of the last options used to generate income.
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