Technical newsletters

Welcome to Issue 11 of our newsletter and a happy new year to our readers.

15 Jan 2026

This edition contains information regarding pensions and inheritance tax, pre-budget speculation, the Government’s advice/boundary review and a reminder of the dangerous prevalence of scams.

21 Aug 2025

This is our first newsletter of the 2025/26 tax year, and as such we’ll focus on the opportunities that a brand new tax year presents for advisers and clients.

30 May 2025

This month’s newsletter contains information regarding Inheritance Tax and pensions, Government planning revisions to recently announced non-dom rule changes, HMRC tax code changes, US Residents and Hartley SIPPs successfully onboarded by IFGL Pensions.

01 Feb 2025

This month’s newsletter contains information regarding the new dealing process, pensions and divorce, QROPS vs SIPPS and budget updates.

01 Sep 2024

The big news this month which has been covered elsewhere and we will now wait and see what this means for the pension industry, as the new Government grapples with the big task which is on its hands.

01 Jul 2024

The big news this month which has been covered elsewhere and we will now wait and see what this means for the pension industry, as the new Government grapples with the big task which is on its hands.

01 Apr 2024

This month’s newsletter contains information regarding the Spring budget, end of the tax year and abolition of the lifetime allowance.

01 Mar 2024

This month’s newsletter contains information regarding the Lifetime Allowance, insistent client DB transfers and what will 2024 bring?

01 Jan 2024

This month’s newsletter contains information regarding the Lifetime Allowance, insistent client DB transfers and what will 2024 bring?

01 Dec 2023

This month’s newsletter contains information regarding the Autumn statement, temporary non-residence for ex-pats, Powers of Attorney Bill, lifetime allowance changes, structured notes and serious ill health.

01 Nov 2023