Pensions

What pension-holders aged 55 and over should do ahead of 5 April

M Allan v CRC, Upper Tribunal (Tax and Chancery Chamber)

The Revenue is to hold two conferences to bring employers up to date with the scheme reconciliation service and the proposed online guaranteed minimum pension self-serve facility, which will allow schemes to request calculations on an individual basis or to make bulk requests.

The tax department said it would welcome suggestions for other topics of interest.

By Robert Gaines; £87.50; 462 pages; Claritax

Opportunities for tax savings under the new regime

Can retirement funds now grow uninhibited and be used by the next generation?

N S Philpott, D W Scott Law, D J McKillop, J B Law & V A Law (TC3969)

Farm capital gains; It’s a gas; Pension plans; Plot development

C V Lott (TC4060)

Tax consequences of the changes to how pension pots can be accessed

Citizens Advice will provide the face-to-face pension guidance set to be launched next April, the Treasury has announced.

The free service is aimed to help workers understand their options as they approach retirement age, following the introduction of new pensions rules.

Citizens Advice will work with the Pensions Advisory Service, which will deliver guidance over the telephone.

An online offering is also planned by the government, which intends to legislate to underpin the guidance, making imitation of the guidance service a criminal offence.

Will a substantial pay rise lead to an excessive tax liability?