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Browsing Tag

Pensions

93 posts
PPersonal finance
Thousands of retirees get £3k refunds after pension tax errors
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Thousands of retirees get £3k refunds after pension tax errors

  • August 26, 2025
Around 60,000 people claimed back overpaid pension tax in 2023-24, an increase of 20 per cent on the…
PPersonal finance
Your age pension is about to be clipped. Here’s why... - The West Australian
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Your age pension is about to be clipped. Here’s why… – The West Australian

  • August 25, 2025
Your age pension is about to be clipped. Here’s why…  The West Australian First change to deeming rates in…
EEntertainment
Your money questions: ‘Can my son’s school insist that we buy him an iPad though its exclusive supplier?’
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Your money questions: ‘Can my son’s school insist that we buy him an iPad though its exclusive supplier?’

  • August 23, 2025
Plus, life insurance and income protection queries The use of tablets in schools is becoming more common. Photo:…
PPersonal finance
More young people being gifted assets earlier due to inheritance tax change
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More young people being gifted assets earlier due to inheritance tax change

  • August 23, 2025
As pensions will be drawn into the inheritance tax net as of April 2027, more people are looking…
PPersonal finance
Pension tax-free lump sum could be cut in the Budget
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Pension tax-free lump sum could be cut in the Budget

  • August 21, 2025
Treasury officials are reportedly looking at cutting the tax-free lump sum to as little as £40,000 Rachel Reeves…
PPersonal finance
Kodak Ends Pension to Cut Debt, Shifts to Cash Balance Plan
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Kodak Ends Pension to Cut Debt, Shifts to Cash Balance Plan

  • August 20, 2025
Eastman Kodak Company has terminated its pension plan that covered approximately 35,000 participants, and is offering a new…
PPersonal finance
Inheritance Tax rule change means your pension could be raided if you die young
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Inheritance Tax rule change means your pension could be raided if you die young

  • August 18, 2025
From April 2027, inherited pensions will be subject to Inheritance Tax and included in the ‘estate’ – which…
PPersonal finance
Donald Trump
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Trump’s 401(k) Change: What Administrators and Employees Need to Know

  • August 16, 2025
President Donald Trump‘s recent executive order has opened the door for alternative investments to be included in 401(k)…
PPersonal finance
‘He failed us’ – how a financial adviser moved into pension fund property, racked up rent arrears and now won’t leave
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‘He failed us’ – how a financial adviser moved into pension fund property, racked up rent arrears and now won’t leave

  • August 16, 2025
Martin Kelly advised clients to invest in a Co Wexford property, but according to investors he did not…
Ireland
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