Pension Transfer Gold Standard

Autumn Statement 2014

Please click here to see our summary of the key announcements in the 2014 Autumn Statement.  We hope you will find it useful and interesting.

It was much more significant than most Autumn Statements have been in the past and reflects the fact that there is only one more such occasion before the May election. So George Osborne was clearly aiming to make a favourable impression.

The greatest impact will be on the housing market, which will immediately feel the beneficial effects of his lowering of stamp duty for the vast majority of home buyers – although it will only serve to dampen the very top end of the market.

The reform to ISAs – making them inheritable, at least between married couples and civil partners – echoes the upcoming and welcome changes to the taxation of pension death benefits.

There were many other important announcements which we cover in the summary. 

The information regarding taxation is based on our understanding of law, HM Revenue & Customs practice and current legislation, which may be altered and depends on the individual financial circumstances of the investor. The value of investments may fall as well as rise.

Testimonials

Michael’s presentation at the Moor Park Business Club was top class. Apart from my own views, I sat next to an IFA who was nodding all the way through your talk and commented on the excellent manner it was given. He said that he witnesses many similar presentations on similar topics but this had been the best ever witnessed.

As well as coaching individuals in Public Speaking, with an emphasis on Wedding Speeches, I work as an examiner/assessor for a Qualifications Awarding Organisation – English Speaking Board (ESB). As such I travel around the country assessing people giving presentations with view to them acquiring a professional qualification in Communication Skills. Had I been assessing you today there is no doubt you would have achieved a ‘Distinction’ in the ESB Award in Professional Presentation Skills which is at Degree level. Everything about it was excellent. I wish more people could communicate in such a professional manner as you did earlier today.

Graham Le-Gall
Specialist Wedding Speech Coach

I would like to thank you and all of your colleagues for all of the help you have given me in sorting out my pension. As you are aware I was recommended to your company by a pension specialist who was aware of the professionalism that was given to other customers he had sent. I have to say he was correct and now I would recommend your company without any hesitation.

Once again many thanks and look forward to future and informative meetings.

Terry Reynolds
Author