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Making financial planning simple

At LV=, we have a qualified and experienced Technical Team who work hard to make more complex areas of financial planning easy to understand.

Browse our most popular insights below, or access all of our technical bulletins in our Technical Insight Library.

Featured bulletins

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Earmarking (Pension Attachment) orders
01/11/2023
Earmarking was introduced by The Pensions Act 1995. It can be used for divorce petitions presented on or after 1 July 1996 (10 August 1996 in Northern Ireland and 19 August 1996 in Scotland), where the relevant pension benefits come into payment on or after 6 April 1997. 
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Lifetime Allowance charge
21/06/2023
When the lifetime allowance (LTA) was introduced, a lifetime allowance excess could be taken as a lump sum (with a 55% tax charge) or used to provide taxable pension income (with a 25% tax charge). 
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Pensions and Inheritance Planning
19/04/2023
On 29 September 2014, the Government announced changes that would allow anyone to inherit a pension fund on death without incurring a 55% tax charge.
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