Following the recent First‑Tier Tribunal case of Marina Silver v The Commission for HMRC (2019) UKFTT 0263 (TC), the government will legislate in the Finance Bill 2020 on how top slicing relief impacts on an individual’s personal allowance.

James Hay Podcast

Tech Talk – Encashment of life insurance bonds and the impact on personal allowances

The podcast is for Financial Advisers only and is an invaluable source of technical resources covering the latest expert insight on pensions, tax and trust legislation. In a time when changes to legislation are frequent and increasingly complex, we appreciate the demands on financial advisers to interpret legislative change and assess the impact on clients. Providing accurate information – often at short notice – can make the difference when developing long-term successful client relationships. For more information visit The Technical Hub on the James Hay website www.jameshay.co.uk

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James Hay Podcast