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Irene

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Irene
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  • Have you tried Prudential's Calculator? https://www.pruadviser.co.uk/xpf_calculators/emergency-tax-tool-pruadviser/?utm_source=redirect&utm_medium=301&utm_campaign=/xpf_calculators/emergency-tax-tool/ Essentially, HMRC calculate it on a M…
    in Emergency Tax Comment by Irene August 2020
  • As well as PFS, I also use FT Adviser. I notice that AIG are running CPD for Protection. Has anyone else used them?
    in CPD Sources Comment by Irene January 2020
  • I believe that increases are effective from 6 April. As State Pensions are paid in arrears, the increase won't happen until the new tax year. See https://www.gov.uk/state-pension/what-youll-get
    in State Pension Increase - when does it get paid Comment by Irene November 2019
  • Hi Julie Provided that the terms haven't changed, eg, client sacrificing 10% and is still sacrificing 10%, then this is not included for Threshold Income. Your right that New Bonus sacrificing is included for Threshold Income. Irene
    in Salary Sacrifice Post 9/7/15 & Tapering Comment by Irene August 2019
  • Unum and AIG (formerly Ellipse) have deferred periods from 8 weeks. I think it's historical reasons for the 13 week deferred period. During any deferred period, the employer is effectively self insuring. Only after the end of the deferred perio…
    in Deferred Period on Group Income Protection Comment by Irene August 2019