March 2017 Budget

Following the March 2017 Budget, we have summarised and analysed the potential financial planning impacts on you, your business and your clients, as well as highlighting any actions you might now need to take.

  • Pensions
  • Savings and Investments
  • Financial Protection

 

Initial summary

Read our initial summary of the key issues and facts that may impact you and your clients:

 

In-depth articles

An introduction to the residence nil rate band

Pension limits: a summary of frequently asked questions

Pensions and lifetime ISAs compared

QROPS: overseas transfer charge

The taxation of dividends

Upcoming change to bereavement benefit

 

Tax Facts

Get the 2017/2018 key tax figures for:

  • National Insurance contributions
  • Maximum contribution limits - pensions
  • Lifetime & annual allowance
  • ISA limits
  • Tax Facts 2017/2018

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 201601.

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