July 2015 - Charterbridge

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Monthly Archives: July 2015

ANOTHER LIFE EXPECTANCY CALCULATOR

ANNUITIES/PURCHASED LIFE ANNUITY Date posted: Wednesday, July 29, 2015   Synopsis: The Office for National Statistics has a useful tool to offer an answer to the question ” How long will my pension need to last?” One of the points which regularly emerges in surveys is that Joe Public underestimates their life expectancy. This obviously […]

BY-PASS TRUSTS AND THE FINANCE BILL 2015

ALTERNATIVE INVESTMENTS – FROM INTELLIGENT PARTNERSHIP   Synopsis: The Finance Bill 2015 confirms that with effect from 6 April 2016, lump sum death benefits paid to an individual will be taxed as income of that beneficiary.  It also confirms that where a lump sum death benefit is paid to a trust (other than a bare […]