Due to continued expansion of our SIPP and SSAS business we are creating a new role. InvestAcc Pension Administration Limited is part of the InvestAcc Group, trading since 1992 the company has built an enviable reputation as a niche Pension Read more

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source for Scottish Income Tax Relief at source – excess relief Form APSS262 – reporting overseas transfers New pensions online service newsletter Finance Act Read more

Voting for the 2018 awards has now opened, UK authorised financial advisers are eligible to vote using the link below: Click here to vote now In 2017 we were delighted to make it to the final of the ILP Moneyfacts Read more

On 13th March 2018 the Chancellor, Philip Hammond, delivered his first ‘Spring Statement’. As was widely expected, the statement and announcements made that day did not contain any alternations to tax or spending. There were no announcements affecting pensions. In Read more

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Scottish Budget 2017 – Taxation of Pension Income Relief at source – annual return of individual information for 2017 to 2018 onwards Look up residency status Read more

1. What’s changing On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year. For 2018 to 2019 the Scottish Government has announced the following rates for people Read more

The above newsletter has been published today, it details how tax relief will operate for Scottish Income Tax payers in 2018/19. Our SIPP schemes operate under the ‘Relief at Source’ system, so for the 2018/19 tax year there will be Read more

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension flexibility statistics Relief at source for Scottish Income Tax Updates to form APSS146E New pensions online service Information powers and Schedule 36 of the Finance Read more

Entries for our SIPP member customer survey are now closed and the winner of the prize draw was Mr GM of Otley, who wins a new iPad. Thank you to everyone who completed the survey and provided valuable feedback, we Read more

Throughout 2017 we invited SIPP customers to complete our customer survey for the chance to with an iPad. The entry form has been included with annual reviews and new member packs. For anyone who still wishes to enter the prize Read more

We are delighted to hear that Revenue Scotland have changed their treatment of in-specie transfers of property between pension schemes, so that Land & Building Transaction Tax (LBTT, which replaced Stamp Duty Land Tax in Scotland in 2015) will not Read more

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source for Scottish Income Tax Annual allowance Reporting multiple small pots payments through Real Time Information (RTI) Simplifying pension language New pensions online service Read more