7th August 2015

Aegon analysis of the Summer Budget 2015

Aegon analysis of the Summer Budget 2015. During the webinar Elaine Cruickshank, Tax and Trust Manager, and Martin Haggart, Pensions Technical Manager, covered: 

• pension tax relief;
• the tax on lump sum death benefits and tapered Annual Allowance from April 2016;
• immediate pension input period changes;
• the removal of the dividend tax credit and the introduction of the new £5,000 allowance;
• the main residence nil-rate band for inheritance tax purposes; and
• changes to the treatment of non-domiciled individuals

Watch the webinar.

Visit our technical zone to read our budget analysis and range of technical factsheets. 

Get in touch if you have any questions about the webinar - for pension queries email martin.haggart@aegon.co.uk. For tax and trust queries email ttts@aegon.co.uk.

Budget, Investments, Pensions, Pension Reforms