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The inevitable pre-budget speculation on pensions

aroominyork · 2025-09-27 09:15:11

In the run-up to last year’s budget there was forum chat about whether the expected rise in CGT would happen overnight. The majority thought it would probably kick in the following tax year. Anyone who sold assets just before the budget on the basis they could B&B them back if the rise was delayed, is free to have a little…

Comments

wjr4 Posts: 1,319 Forumite

9 October at 8:56AM

aroominyork said:

I'm surprised any company will not give annuity quotes until you have crystallised funds. Surely the decision to crystallise partly depends on having an annuity quote you want to take up; if you don't like the annuity quotes you might crystallise less, eg using UFPLS.

That isn’t the case at all?

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