DAVY Private Clients UK

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October’s Technical Briefing

The child benefit tax charge: the advice essentials

The child benefit tax charge, introduced on 7 January, affects over one million families.  At a time when prices are rising faster than incomes, it will be critical for many families to know how they’ll be affected, and what options they may have to improve their situation.

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A flexible solution to long term care funding

The government has challenged the financial services industry to come up with solutions to solve the long term care funding problem.

Click here to download pfc A flexible solution to long term care funding 

Pension lifetime allowance cut – are your clients caught?

Next April’s pension lifetime allowance (LTA) cut to £1.25M could hit as many as 360,000 pension savers by the time they reach retirement.

Click here to download pfc Pension lifetime allowance cut – are your clients caught?