News - The RU Group

One of the youngest chartered financial planners in the UK

Chartered financial planner Ben Slater

Ben Slater, a former apprentice with The RU Group becomes one of the youngest chartered financial planners in the UK. Previously ‘High Achiever of the Year’ Ben received Chartered status in record time. Recently, we received the excellent news that our former apprentice turned IFA, Ben Slater, had successfully passed all his exams and achieved …

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Pension annual allowance penalties

Jar of money - pension annual allowance

A Freedom of Information (FoI) request has revealed a gap in HMRC’s knowledge about how many people have been hit with penalties around the pension annual allowance. The pension annual allowance, which effectively sets the tax-efficient ceiling on annual pension contributions, used to be a subject of little interest, even among pension professionals. When it …

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What is planned for inheritance tax simplification?

Family on the beach - Inheritance tax simplification

In July the Office of Tax Simplification (OTS) published its long-awaited second report on inheritance tax simplification. It contained a range of useful proposals.  The report, which focused on simplifying the structure of inheritance tax, contained some surprises, not only in the recommendations it makes, but also in those areas it has left untouched. Gifts The …

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What is a Pension Dashboard?

Pension Dashboard on tablet

The concept of a pension dashboard was mentioned in the Queen’s speech in parliament yesterday. It’s a new innovation in the pensions and advice market by the Department for Work and Pensions, which needs a bit of further explanation. Company pension schemes The way we now work means that changing jobs is far more common …

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