Atkin trustees, actuaries, consultants & administrators

Current Issues - March 2015

New Tax Year is Around the Corner

Transfers: With the budget changes in April, a significant increase in transfer requests is expected giving Trustees much to consider

Trivial Benefit & Small Lump Sums: Trivial commutation limit increases to £30,000 and small lump sum limit increases to £10,000

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We should like to record our complete satisfaction when working with Atkin & Co. We have always relied on your sound advice and found working together has been a partnership which we have greatly enjoyed. Your staff are friendly, efficient and do an excellent job. Contact with you is dealt with promptly and courteously with the minimum of fuss, work is always expertly and professionally completed and we are very pleased with the result.

Reg, Independent Trustee client