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Simon Jones

Associate Director

Simon specialises in private client tax, working with HNWIs, entrepreneurs and those with complex tax affairs, with a particular focus on rural and professional services businesses.

Utilise unused 2015/16 pension relief by 5 April 2019

09 March 2019

Pension contributions are a tax efficient way to save for retirement. Income tax relief is given at the individual’s marginal tax rate on the gross contributions made, but tax relief may be lost if contributions are not made at the right time.

Liz Rogers

Associate Director

Liz is based in the Private Client Tax team. She specialises in trust and estate work and regularly advises multi-generational families on their private client tax affairs and accounting matters.

RSM welcomes PLSA proposals for Defined Benefit schemes
Donald Fleming

27 September 2017

Donald Fleming, covenant assessment partner at RSM comments on the report issued by the Pensions and Lifetime Savings Association (PLSA) on the options for tackling the challenges of underfunded defined benefit pension schemes.

New transparency rules will enable pensions trustees to improve outcomes for scheme members
Karen Tasker

20 September 2017

RSM has welcomed the publication today of the Financial Conduct Authority's (FCA) proposed rules requiring firms managing money on behalf of defined contribution (DC) workplace pension schemes to disclose administration charges and transaction costs to trustees.

How does the projected shift in the UK energy market affect utilities and their pension schemes?

10 August 2017

Recent headlines have seen initiatives by the Government and Ofgem to encourage a shift to electric vehicles by 2040.

Jo Gibbons

Partner

Jo has over 20 years’ experience in advising owner managed businesses, entrepreneurs and private clients.

Budget targeted at preventing pension scams

09 March 2017

Preventing pension scams on individuals is a major challenge for the pensions industry. Does this budget do anything to help?

Dividend dis-allowance

09 March 2017

The £5,000 tax-free dividend allowance was introduced in the first Budget of the new Conservative government in summer 2015. This, we were told, would create a ‘simpler system’ which would mean only those with significant dividend income would pay more tax. Now, less than two years later, it seems that we will have a more complex system and those with modest income from shares will see a rise in the amount of tax they owe. Two years is clearly a long time in politics.

Reform of QROPS

08 March 2017

The government is concerned that QROPS – non-UK pensions intended to operate similarly to UK pension schemes – are being abused. To counter the abuse, future transfers into a QROPS and from one QROPS to another will be subject to a 25 per cent tax charge unless certain conditions are met. Even where no immediate tax charge arises, actions taken up to five years later could create a liability.

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