Alex is a Partner in the Transaction Services team based in the Thames Valley (Reading office) leading a team of professionals focused on buyside due diligence for corporates and private equity clients as well as vendor due diligence in support of sale transactions.
18 May 2020
The Advocate General’s opinion in United Biscuits is bad news for those who have claimed historic VAT refunds on investment management fees for direct benefit pension funds.
05 May 2020
Over-55s may be supplementing their income by dipping into their pensions, but high taxes may be withheld which could come as a nasty shock. How do you get a refund of the tax overpaid, and what happens when you return to work?
01 May 2020
The Pensions Regulator has published its annual funding statement for defined benefit pension schemes. This is particularly relevant for schemes with valuation dates between 22 September 2019 and 21 September 2020.
08 April 2020
In this article, we summarise the key themes emerging from the TPR coronavirus guidance and what pensions trustees should do in response.
08 April 2020
With changes to the pension allowance it’s a good idea to review pension payments as soon as possible; leaving it until the tax year end may mean incurring an unexpected tax charge. Whilst the changes will benefit many high earners, there is a sting in the tail for some
27 March 2020
The market turbulence resulting from the Coronavirus outbreak could lead to a spike in pension fraud attempts RSM has warned.
11 March 2020
The big news from a pensions perspective in the 2020 Budget announcement was the increase in the income thresholds above which the tapered annual allowance applies for high earners wishing to make pension contributions.