Latest News: Tagged Tax

The latest news and views covering the Teachers Pensions, the Teachers AVC and general Financial Planning news.

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Financial Planning in the New Tax Year

04/06/2025 Gemma Trantum

The end of the tax year is typically the peak season for financial planning. Using ISA allowances, topping up pensions, and utilising capital gains exemptions all move to the top of the to-do li[...]

3 Tax Benefits of Charitable Giving

13/05/2025 Gemma Trantum

Once you are on track to achieve financial security for yourself and your family, you may be thinking about how you can give back. Many financial planning clients list charitable giving as on[...]

5 Tax Tips to Help Your Grandchildren

18/07/2024 Gemma Trantum

As a grandparent, you’re no doubt keen to spoil your grandchildren. You’ll slip them a bag of sweets, buy them an ice cream or give them the latest ‘must-have’ item on their birthday or [...]

5 Tax Hacks to Ease Financial Pressure

09/04/2024 Gemma Trantum

Despite inflation starting to ease, costs are still on the rise, with many households and businesses facing increased financial pressure. Every extra penny in your pocket counts at times like this.[...]

The 7 Year Rule for Inheritance Tax

18/12/2023 Gemma Trantum

Inheritance tax (IHT) rates and thresholds have been frozen for more than a decade, with no sign of this changing until at least 2028. Rising house prices and investment growth mean that even families[...]

Reducing Taxes In Retirement

02/11/2023 Ged O'Neil Bell

Tax planning does not stop at retirement. When you have spent a lifetime working, it’s only natural to want to make the most of your hard-earned money. There are several options for reducing tax in[...]

Six Great Ideas For Saving Money In 2023

01/02/2023 Ged O'Neil Bell

It’s always a good time to review your finances and get into better spending habits. Rather than cutting back on the joyful things in life, however, let’s consider some ways to save money that won[...]

Five New Years Planning Resolutions

01/02/2023 Ged O'Neil Bell

New Year is a time of new beginnings, and people across the country are packing away their Christmas decorations and dusting off their gym gear. It’s natural to want to bring an element of order and[...]

Teachers’ Pension Planning: how to reduce your tax burden

14/10/2019 Racheal Smith

Just because you are retired does not mean you are exempt from taxation. As with those still employed, income can be liable to taxation. No one wants to pay more tax than is needed, therefore unde[...]

Reclaiming overpaid tax

25/05/2019 Racheal Smith

It always feels painful to pay tax in the first place. Imagine if you have paid too much. If you are a PAYE taxpayer or you complete a self-assessment, you could qualify for a tax rebate. In th[...]

Are you being taxed on your state pension?

23/05/2019 Racheal Smith

According to Royal London, there are around half a million people who could be paying tax on their state pension. The mutual insurer goes on to claim that, in 2017, 1.1 million people over 65 were i[...]

Are you paying unnecessary pensions’ tax?

22/04/2019 Racheal Smith

There has been a lot of noise in the media about older workers falling in a pension tax trap. An analysis by a mutual insurer revealed this impacts approximately half a million workers. The worker[...]

Digital Inheritance Tax System Needed

15/01/2019 Racheal Smith

If you have ever had to complete forms for inheritance tax, then you will be aware that it can be complicated. The Office for Tax Simplification (OTS) has identified this as a problem that they have[...]

Tax Return Due?

13/01/2019 Racheal Smith

It is the time of year when your tax return is due. This is relevant to people who earn money in addition to teaching and/ or outside the PAYE scheme. As it is January, it is a useful time to off[...]

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