Increase to the normal minimum pension age
The Government has recently reaffirmed its intention to increase the normal minimum pension age (NMPA) from 55 to 57 from 6 April 2028. Paul Kennedy, our tax expert, takes a look at some salient points within the consultation paper and makes a few observations.
DFMs available increase due to recent enhancements
Due to a series of recent enhancements, we’ve been able to increase the range of Discretionary Fund Managers (DFMs) on the platform to over 40, with more joining shortly. The enhancements include, split fees, optional VAT and improved reporting.
Bed and ISA deadlines
Submit your clients' Bed and ISA applications by 9pm on 29 March 2021 to ensure they are processed in time. Also, please note that where funding is coming from an account with a different name, we can only accept paper applications. A copy of these can be found in the ‘Important deadlines’ section of your tax year end hub.