TECHNICAL MATTERS – MAY 2016

SUMMARY

    • Gains on life assurance policies and the personal savings allowance
    • Annual payments do not count towards the personal savings allowance
    • Australian government imposes cap on pension transfers
    • A beneficiary’s right to information
    • Automatic enrolment – report by the work and pensions committee
    • The queen’s speech – a new Pensions Bill
    • Offshore funds and spousal transfers

 

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