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St. James's Place says looming tax changes add complexity despite quiet Budget

By Public Technologies
  • St James's Place warned that previously announced tax measures will materially affect financial planning despite few major changes in the October 28 Budget.
  • Most unused pension funds and pension death benefits will enter inheritance tax calculations from April 2027, increasing estate-planning exposure.
  • Savings income outside ISAs and rental income will face tax rates four percentage points higher from April 2027.
  • Chancellor John Healey reversed the planned cash ISA limit reduction, retaining the £20,000 annual allowance for all savers.


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